Caerus Investment Advisors Adds Procter & Gamble Stake

New 13F filing shows investment firm purchased nearly 10,000 shares of consumer goods giant

Mar. 18, 2026 at 8:24am

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Caerus Investment Advisors LLC disclosed in a recent 13F filing that it purchased a new stake of 9,841 shares in Procter & Gamble Company (NYSE: PG) during the third quarter. The investment, valued at approximately $1.5 million, represents about 0.6% of Caerus' total portfolio.

Why it matters

Procter & Gamble is one of the world's largest consumer goods companies, with a diverse portfolio of household and personal care brands. The investment by Caerus suggests the firm sees value in P&G's stock and believes the company has growth potential.

The details

According to the 13F filing, Caerus Investment Advisors purchased the 9,841 shares of Procter & Gamble during the third quarter of 2025. The shares were valued at around $1.5 million, making P&G the 19th largest holding in Caerus' investment portfolio.

  • Caerus Investment Advisors purchased the Procter & Gamble shares during the third quarter of 2025.

The players

Caerus Investment Advisors LLC

An investment management firm that purchased a new stake in Procter & Gamble Company.

Procter & Gamble Company

A multinational consumer goods company headquartered in Cincinnati, Ohio, known for its diverse portfolio of household and personal care brands.

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The takeaway

The investment by Caerus Investment Advisors in Procter & Gamble suggests the firm sees long-term growth potential in the consumer goods giant, which continues to be a stalwart in the industry.