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Caterpillar shares owned by Stonebridge Capital Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Stonebridge Capital Advisors from 13F filings

Historical chart of Stonebridge Capital Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Stonebridge Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Stonebridge Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $732k 2.5k 295.64
2023-09-30 $617k 2.3k 272.97
2023-06-30 $516k 2.1k 246.07
2023-03-31 $522k 2.3k 228.89
2022-12-31 $581k 2.4k 239.60
2022-09-30 $443k 2.7k 164.13
2022-06-30 $604k 3.4k 178.91
2022-03-31 $625k 3.0k 206.89
2021-12-31 $625k 3.0k 206.89
2021-09-30 $614k 3.2k 192.00
2021-06-30 $685k 3.1k 217.67
2021-03-31 $677k 2.9k 231.77
2020-12-31 $477k 2.6k 182.20
2020-09-30 $311k 2.1k 149.23
2020-06-30 $226k 1.8k 126.68
2020-03-31 $202k 1.7k 115.96
2019-12-31 $254k 1.7k 147.50
2019-09-30 $217k 1.7k 126.02
2019-06-30 $235k 1.7k 136.47
2019-03-31 $233k 1.7k 135.31
2018-12-31 $231k 1.8k 127.20
2018-09-30 $261k 1.7k 152.72
2018-06-30 $232k 1.7k 135.75
2018-03-31 $256k 1.7k 147.64
2017-12-31 $273k 1.7k 157.44
2015-12-31 $650k 9.6k 67.96
2015-09-30 $711k 11k 65.36
2015-06-30 $901k 11k 84.85
2014-06-30 $2.2M 20k 108.67
2014-03-31 $1.9M 19k 99.39
2013-12-31 $1.8M 20k 90.81