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Caterpillar shares owned by Sonora Investment Management

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

Historical chart of Sonora Investment Management investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Sonora Investment Management

Quarter filed Position value Share count Share price at filing
2021-09-30 $904k 4.7k 192.05
2021-06-30 $952k 4.4k 217.55
2021-03-31 $978k 4.2k 231.75
2020-12-31 $794k 4.4k 181.94
2020-09-30 $651k 4.4k 149.18
2020-06-30 $529k 4.2k 126.52
2020-03-31 $521k 4.5k 115.98
2019-12-31 $641k 4.3k 147.66
2019-09-30 $521k 4.1k 126.30
2019-06-30 $526k 3.9k 136.30
2019-03-31 $516k 3.8k 135.54
2018-12-31 $98k 772 126.94
2018-09-30 $91k 597 152.43
2018-06-30 $75k 550 136.36
2018-03-31 $81k 550 147.38
2017-12-31 $87k 550 157.58
2017-09-30 $62k 500 124.71
2017-06-30 $54k 500 107.46
2017-03-31 $46k 500 92.76
2016-03-31 $17k 219 76.79
2015-12-31 $10k 140 71.43
2015-09-30 $1.0k 20 50.00