Caterpillar shares owned by Capstone Investment Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Capstone Investment Advisors
from 13F filings
Historical chart of Capstone Investment Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Capstone Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $39M | 106k | 366.43 |
| 2023-12-31 | $84M | 284k | 295.67 |
| 2023-09-30 | $50M | 185k | 273.00 |
| 2023-06-30 | $55M | 222k | 246.05 |
| 2023-03-31 | $54M | 237k | 228.84 |
| 2022-12-31 | $9.9M | 42k | 239.56 |
| 2022-09-30 | $7.6M | 46k | 164.07 |
| 2022-06-30 | $7.7M | 43k | 178.77 |
| 2022-03-31 | $80M | 358k | 222.81 |
| 2021-12-31 | $164M | 792k | 206.74 |
| 2021-09-30 | $187M | 972k | 191.97 |
| 2021-06-30 | $140M | 644k | 217.62 |
| 2021-03-31 | $121M | 521k | 231.73 |
| 2020-12-31 | $51M | 281k | 182.50 |
| 2020-09-30 | $29M | 196k | 149.88 |
| 2020-06-30 | $18M | 145k | 126.49 |
| 2020-03-31 | $15M | 131k | 115.97 |
| 2019-12-31 | $51M | 343k | 147.68 |
| 2019-09-30 | $32M | 254k | 126.33 |
| 2019-06-30 | $47M | 347k | 136.29 |
| 2019-03-31 | $23M | 168k | 135.46 |
| 2018-12-31 | $31M | 243k | 127.08 |
| 2018-09-30 | $19M | 127k | 152.49 |
| 2018-06-30 | $7.0M | 52k | 135.62 |
| 2018-03-31 | $6.8M | 46k | 147.36 |
| 2017-12-31 | $18M | 114k | 157.56 |
| 2017-06-30 | $756k | 7.0k | 107.36 |
| 2017-03-31 | $7.5M | 81k | 92.75 |
| 2016-12-31 | $231k | 2.5k | 92.40 |
| 2016-09-30 | $1.5M | 17k | 88.75 |
| 2016-03-31 | $1.5M | 20k | 76.51 |
| 2015-12-31 | $3.0M | 45k | 67.96 |
| 2015-09-30 | $2.9M | 45k | 65.35 |
| 2015-06-30 | $41M | 479k | 84.82 |
| 2015-03-31 | $4.0M | 50k | 80.02 |
| 2014-12-31 | $11M | 119k | 91.27 |
| 2014-09-30 | $63M | 634k | 99.03 |
| 2014-06-30 | $97M | 897k | 108.67 |
| 2014-03-31 | $113M | 1.1M | 99.37 |
| 2013-12-31 | $10M | 113k | 90.80 |
| 2013-09-30 | $51M | 612k | 83.40 |
| 2013-06-30 | $27M | 321k | 82.49 |
| 2013-03-31 | $28M | 323k | 86.92 |
| 2012-12-31 | $64M | 717k | 89.58 |
| 2012-09-30 | $117M | 1.4M | 86.04 |
| 2012-06-30 | $104M | 1.2M | 84.91 |
| 2012-03-31 | $173M | 1.6M | 106.52 |
| 2011-12-31 | $140M | 1.5M | 90.60 |
| 2011-09-30 | $136M | 1.8M | 73.84 |
| 2011-06-30 | $174M | 1.6M | 106.46 |
| 2011-03-31 | $159M | 1.5M | 108.70 |
| 2010-12-31 | $109M | 1.2M | 93.61 |
More positions owned by Capstone Investment Advisors
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