Ownership history in AF Advisors, Inc. · 23 quarters on record
This page tracks every 13F SEC filing in which AF Advisors, Inc. reported a position in CATERPILLAR INC DEL (CAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 2,063 | +2 | +0.1% | 0.45% | $1.2M | $571.53 |
| 2025 Q3 | UNCHANGED | 2,061 | — | 0% | 0.40% | $983K | $474.67 |
| 2025 Q2 | UNCHANGED | 2,061 | — | 0% | 0.28% | $800K | $384.78 |
| 2025 Q1 | UNCHANGED | 2,061 | — | 0% | 0.13% | $680K | $325.32 |
| 2024 Q4 | UNCHANGED | 2,061 | — | 0% | 0.10% | $748K | $356.53 |
| 2024 Q3 | ADDED | 2,061 | +1 | +0.0% | 0.11% | $806K | $383.03 |
| 2024 Q2 | UNCHANGED | 2,060 | — | 0% | 0.13% | $686K | $324.88 |
| 2024 Q1 | UNCHANGED | 2,060 | — | 0% | 0.16% | $755K | $356.09 |
| 2023 Q4 | UNCHANGED | 2,060 | — | 0% | 0.14% | $609K | $286.00 |
| 2023 Q3 | UNCHANGED | 2,060 | — | 0% | 0.18% | $562K | $262.72 |
As of 2025 Q4 — sorted by position size