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Caterpillar shares owned by Sunpointe

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

Historical chart of Sunpointe investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Sunpointe

Quarter filed Position value Share count Share price at filing
2024-03-31 $255k 696 366.43
2023-12-31 $210k 710 295.67