Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in CATERPILLAR INC
Current Value
$31.4M
Current Shares
44,369
Total Value Change
+$13.7M
Total Shares Change
-8,722
Increased |
| 44,369 |
+0.4% |
| $31.4M |
| 0.2% |
| $722.18 |
35 |
| 2025-Q4 | Decreased | 44,190 | -1.8% | $25.3M | 0.2% | $576.04 | 0 |
| 2025-Q3 | Decreased | 45,003 | -3.8% | $21.5M | 0.2% | $469.16 | 0 |
| 2025-Q2 | Decreased | 46,785 | -3.6% | $18.2M | 0.1% | $381.32 | 0 |
| 2025-Q1 | Decreased | 48,521 | -2.7% | $16M | 0.1% | $325.22 | 0 |
| 2024-Q4 | Decreased | 49,888 | -4.4% | $18.1M | 0.2% | $356.77 | 0 |
| 2024-Q3 | Decreased | 52,169 | -1.7% | $20.4M | 0.2% | $382.99 | 0 |
| 2024-Q2 | Decreased | 53,091 | -8.7% | $17.7M | 0.2% | $324.88 | 0 |