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Caterpillar shares owned by Sigma Investment Counselors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Sigma Investment Counselors from 13F filings

Historical chart of Sigma Investment Counselors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Sigma Investment Counselors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Sigma Investment Counselors

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.5M 26k 366.43
2023-12-31 $7.7M 26k 295.67
2023-09-30 $7.1M 26k 273.00
2023-06-30 $6.6M 27k 246.05
2023-03-31 $6.0M 26k 228.84
2022-12-31 $6.3M 27k 239.56
2022-09-30 $4.5M 28k 164.08
2022-06-30 $5.0M 28k 178.77
2022-03-31 $6.2M 28k 222.80
2021-12-31 $5.7M 28k 206.73
2021-09-30 $5.4M 28k 191.97
2021-06-30 $5.8M 27k 217.65
2021-03-31 $6.2M 27k 231.85
2020-12-31 $4.9M 27k 182.00
2020-09-30 $2.1M 14k 149.14
2020-06-30 $3.5M 28k 126.51
2020-03-31 $3.2M 28k 116.05
2019-12-31 $4.1M 28k 147.69
2019-09-30 $3.5M 28k 126.32
2019-06-30 $3.6M 26k 136.28
2019-03-31 $3.5M 26k 135.49
2018-12-31 $3.4M 27k 127.07
2018-09-30 $4.0M 26k 152.48
2018-06-30 $3.5M 26k 135.67
2018-03-31 $3.8M 26k 147.38
2017-12-31 $4.6M 29k 157.59
2017-09-30 $3.7M 30k 124.69
2017-06-30 $3.2M 30k 107.48
2017-03-31 $2.7M 30k 92.76
2016-12-31 $2.9M 32k 92.74
2016-09-30 $2.7M 31k 88.76
2016-06-30 $2.3M 30k 75.80
2016-03-31 $2.3M 31k 76.55
2015-12-31 $2.0M 30k 67.97
2015-09-30 $2.0M 31k 65.37
2015-06-30 $2.6M 30k 84.81
2015-03-31 $2.5M 31k 80.04
2014-12-31 $2.6M 28k 91.53
2014-09-30 $2.7M 27k 99.04
2014-06-30 $3.0M 27k 108.66
2014-03-31 $2.8M 29k 99.36
2013-12-31 $2.6M 29k 90.82
2013-09-30 $2.3M 28k 83.41
2013-06-30 $2.2M 27k 82.47
2013-03-31 $2.3M 27k 86.97
2012-12-31 $2.6M 29k 89.61
2012-09-30 $2.4M 28k 86.05
2012-06-30 $1.9M 22k 84.91
2012-03-31 $2.4M 22k 106.54
2011-12-31 $2.2M 25k 90.58
2011-09-30 $1.8M 25k 73.83
2011-06-30 $2.7M 25k 106.45
2011-03-31 $3.0M 27k 111.34