Caterpillar shares owned by Sterling Investment Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Sterling Investment Advisors
from 13F filings
Historical chart of Sterling Investment Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Sterling Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Sterling Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $640k | 1.7k | 366.42 |
| 2023-12-31 | $546k | 1.8k | 295.66 |
| 2023-09-30 | $503k | 1.8k | 272.96 |
| 2023-06-30 | $453k | 1.8k | 246.00 |
| 2023-03-31 | $421k | 1.8k | 228.88 |
| 2022-12-31 | $453k | 1.9k | 239.59 |
| 2022-09-30 | $343k | 2.1k | 164.19 |
| 2022-06-30 | $373k | 2.1k | 178.64 |
| 2022-03-31 | $465k | 2.1k | 222.91 |
| 2021-12-31 | $431k | 2.1k | 206.71 |
| 2021-09-30 | $400k | 2.1k | 191.94 |
| 2021-06-30 | $453k | 2.1k | 217.47 |
| 2021-03-31 | $483k | 2.1k | 231.99 |
| 2020-12-31 | $424k | 2.3k | 181.90 |
| 2020-09-30 | $377k | 2.5k | 149.07 |
| 2020-06-30 | $351k | 2.8k | 126.40 |
| 2020-03-31 | $321k | 2.8k | 115.72 |
| 2019-12-31 | $553k | 3.7k | 147.62 |
| 2019-09-30 | $170k | 1.3k | 126.39 |
| 2019-06-30 | $183k | 1.3k | 136.36 |
| 2019-03-31 | $100k | 740 | 135.14 |
| 2018-12-31 | $42k | 338 | 124.26 |
| 2018-09-30 | $97k | 636 | 152.52 |
| 2018-06-30 | $40k | 300 | 133.33 |
| 2016-12-31 | $6.0k | 60 | 100.00 |
More positions owned by Sterling Investment Advisors
Home Depot (HD)
View all positions for Sterling Investment Advisors