Caterpillar shares owned by Sheaff Brock Investment Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Sheaff Brock Investment Advisors
from 13F filings
Historical chart of Sheaff Brock Investment Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Sheaff Brock Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $6.8M | 23k | 295.68 |
| 2023-09-30 | $6.4M | 23k | 273.01 |
| 2023-06-30 | $5.9M | 24k | 246.05 |
| 2023-03-31 | $1.9M | 8.2k | 228.84 |
| 2022-12-31 | $2.0M | 8.3k | 239.57 |
| 2022-09-30 | $1.4M | 8.2k | 164.06 |
| 2022-06-30 | $1.4M | 8.0k | 178.76 |
| 2022-03-31 | $1.8M | 8.0k | 222.90 |
| 2021-12-31 | $1.7M | 8.2k | 206.59 |
| 2021-09-30 | $1.6M | 8.2k | 192.16 |
| 2021-06-30 | $1.7M | 7.7k | 217.72 |
| 2021-03-31 | $1.7M | 7.3k | 231.88 |
| 2020-12-31 | $1.4M | 7.8k | 182.04 |
| 2020-09-30 | $4.7M | 32k | 149.15 |
| 2020-06-30 | $4.0M | 32k | 126.48 |
| 2020-03-31 | $1.3M | 11k | 116.07 |
| 2019-12-31 | $5.4M | 37k | 147.67 |
| 2019-09-30 | $4.6M | 37k | 126.32 |
| 2019-06-30 | $4.8M | 35k | 136.29 |
| 2019-03-31 | $4.8M | 36k | 135.49 |
| 2018-12-31 | $4.2M | 33k | 127.06 |
| 2018-09-30 | $4.8M | 32k | 152.49 |
| 2018-06-30 | $2.4M | 18k | 135.67 |
| 2018-03-31 | $2.3M | 15k | 147.35 |
| 2017-12-31 | $3.9M | 25k | 157.58 |
| 2017-09-30 | $3.7M | 29k | 124.72 |
| 2017-06-30 | $1.8M | 17k | 107.44 |
| 2017-03-31 | $1.6M | 17k | 92.76 |
| 2016-12-31 | $1.7M | 18k | 92.74 |
| 2016-09-30 | $1.8M | 21k | 88.74 |
| 2016-06-30 | $1.6M | 21k | 75.85 |
| 2016-03-31 | $1.6M | 21k | 76.56 |
| 2015-12-31 | $1.5M | 21k | 67.98 |
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