Caterpillar shares owned by Cornerstone Advisory
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Cornerstone Advisory
from 13F filings
Historical chart of Cornerstone Advisory investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Cornerstone Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $380k | 1.4k | 272.90 |
| 2023-06-30 | $326k | 1.3k | 246.11 |
| 2023-03-31 | $291k | 1.3k | 228.76 |
| 2022-12-31 | $303k | 1.3k | 239.63 |
| 2022-09-30 | $207k | 1.3k | 164.55 |
| 2022-06-30 | $224k | 1.3k | 178.49 |
| 2022-03-31 | $279k | 1.3k | 222.84 |
| 2021-12-31 | $332k | 1.6k | 207.08 |
| 2021-09-30 | $287k | 1.5k | 192.10 |
| 2021-06-30 | $324k | 1.5k | 217.45 |
| 2021-03-31 | $345k | 1.5k | 232.01 |
| 2020-12-31 | $277k | 1.5k | 182.24 |
| 2020-09-30 | $226k | 1.5k | 148.98 |
| 2019-12-31 | $231k | 1.6k | 147.42 |
| 2019-06-30 | $217k | 1.6k | 136.31 |
| 2018-09-30 | $220k | 1.4k | 152.35 |
| 2018-03-31 | $212k | 1.4k | 147.43 |
| 2017-12-31 | $252k | 1.6k | 157.50 |