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Caterpillar shares owned by Cobblestone Capital Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Cobblestone Capital Advisors from 13F filings

Historical chart of Cobblestone Capital Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Cobblestone Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Cobblestone Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 4.5k 295.67
2023-09-30 $1.5M 5.7k 273.00
2023-06-30 $1.4M 5.7k 246.05
2023-03-31 $1.3M 5.7k 228.84
2022-12-31 $1.4M 5.8k 239.56
2022-09-30 $989k 6.0k 164.12
2022-06-30 $1.3M 7.1k 178.78
2022-03-31 $1.8M 8.0k 222.86
2021-12-31 $1.7M 8.0k 206.73
2021-09-30 $1.5M 8.0k 191.97
2021-06-30 $1.7M 8.0k 217.61
2021-03-31 $1.8M 7.9k 231.90
2020-12-31 $1.2M 6.8k 182.06
2020-09-30 $1.1M 7.3k 149.13
2020-06-30 $925k 7.3k 126.45
2020-03-31 $811k 7.0k 116.02
2019-12-31 $812k 5.5k 147.72
2019-09-30 $701k 5.5k 126.37
2019-06-30 $729k 5.4k 136.21
2019-03-31 $751k 5.5k 135.51
2018-12-31 $617k 4.9k 127.03
2018-09-30 $741k 4.9k 152.56
2018-06-30 $659k 4.9k 135.68
2018-03-31 $715k 4.9k 147.42
2017-12-31 $764k 4.9k 157.53
2014-06-30 $212k 2.0k 108.44
2013-06-30 $747k 9.1k 82.54
2013-03-31 $863k 9.9k 86.95
2012-12-31 $823k 9.2k 89.66
2012-09-30 $798k 9.3k 86.00
2012-06-30 $1.1M 13k 84.94
2012-03-31 $1.3M 13k 106.55
2011-12-31 $1.2M 13k 90.61
2011-09-30 $473k 6.4k 73.80
2011-06-30 $602k 5.7k 106.38
2011-03-31 $621k 5.6k 111.39