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Caterpillar shares owned by Sentry Investment Management

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

Historical chart of Sentry Investment Management investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Sentry Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $791k 2.7k 295.70
2023-09-30 $809k 3.0k 273.13
2023-06-30 $902k 3.7k 246.18
2023-03-31 $786k 3.4k 228.89
2022-12-31 $842k 3.5k 239.61
2022-09-30 $606k 3.7k 164.01
2022-06-30 $661k 3.7k 178.89
2022-03-31 $956k 4.3k 222.79
2021-12-31 $1.0M 5.0k 206.66
2021-09-30 $824k 4.3k 191.90
2021-06-30 $1.2M 5.7k 217.60
2021-03-31 $1.2M 5.3k 231.88
2020-12-31 $6.2M 34k 182.02
2020-09-30 $5.2M 35k 149.16
2020-06-30 $4.1M 32k 126.49
2020-03-31 $4.0M 35k 116.05
2019-12-31 $5.3M 36k 147.67
2019-09-30 $4.5M 36k 126.32
2019-06-30 $4.9M 36k 136.28
2019-03-31 $4.8M 36k 135.49
2018-12-31 $4.9M 39k 127.06
2018-09-30 $6.1M 40k 152.50
2018-06-30 $5.4M 40k 135.66
2018-03-31 $6.5M 44k 147.39
2017-12-31 $7.4M 47k 157.59
2017-09-30 $5.9M 47k 124.70
2017-06-30 $2.5M 23k 107.45
2017-03-31 $2.1M 23k 92.78
2016-12-31 $2.4M 25k 92.74
2016-09-30 $2.7M 30k 88.78
2016-06-30 $2.4M 32k 75.80
2016-03-31 $2.6M 34k 76.53
2015-12-31 $2.6M 38k 67.95
2015-09-30 $2.3M 36k 65.36
2015-06-30 $3.0M 35k 84.82
2015-03-31 $2.1M 26k 80.05
2014-12-31 $2.4M 26k 91.53
2014-09-30 $2.7M 28k 99.04
2014-06-30 $3.7M 35k 108.68
2014-03-31 $3.7M 37k 99.38
2013-12-31 $3.4M 37k 90.80
2013-09-30 $938k 11k 83.39
2013-06-30 $1.9M 23k 82.48
2011-03-31 $8.2M 73k 111.36