Caterpillar shares owned by Sowell Financial Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Sowell Financial Services
from 13F filings
Historical chart of Sowell Financial Services investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Sowell Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.1M | 14k | 366.41 |
| 2023-12-31 | $4.0M | 14k | 295.70 |
| 2023-09-30 | $3.6M | 13k | 272.98 |
| 2023-06-30 | $3.2M | 13k | 246.00 |
| 2023-03-31 | $2.1M | 9.2k | 228.81 |
| 2022-12-31 | $3.5M | 15k | 239.58 |
| 2022-06-30 | $2.1M | 12k | 178.75 |
| 2021-09-30 | $2.1M | 11k | 191.93 |
| 2021-03-31 | $3.6M | 15k | 237.08 |
| 2020-12-31 | $2.7M | 15k | 182.02 |
| 2020-09-30 | $2.4M | 16k | 149.13 |
| 2020-06-30 | $2.1M | 17k | 126.52 |
| 2020-03-31 | $2.1M | 18k | 116.05 |
| 2019-12-31 | $2.6M | 18k | 147.71 |
| 2019-09-30 | $2.9M | 23k | 126.33 |
| 2019-03-31 | $1.7M | 13k | 135.52 |
| 2018-12-31 | $1.7M | 14k | 127.05 |
| 2018-09-30 | $2.0M | 13k | 152.52 |
| 2018-06-30 | $1.7M | 13k | 135.03 |
| 2018-03-31 | $1.2M | 8.2k | 143.86 |
| 2017-12-31 | $2.2M | 13k | 168.85 |
| 2017-09-30 | $2.1M | 15k | 136.29 |
| 2017-06-30 | $2.5M | 22k | 114.41 |
| 2017-03-31 | $977k | 9.4k | 103.99 |
| 2016-12-31 | $1.1M | 11k | 98.13 |