Caterpillar shares owned by Brookstone Capital Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Brookstone Capital Management
from 13F filings
Historical chart of Brookstone Capital Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Brookstone Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $12M | 32k | 366.43 |
| 2023-12-31 | $9.1M | 31k | 295.67 |
| 2023-09-30 | $7.6M | 30k | 252.89 |
| 2023-06-30 | $7.9M | 32k | 245.18 |
| 2023-03-31 | $7.3M | 32k | 225.24 |
| 2022-12-31 | $7.8M | 32k | 248.86 |
| 2022-09-30 | $5.7M | 32k | 179.51 |
| 2022-06-30 | $6.8M | 38k | 179.11 |
| 2022-03-31 | $7.1M | 33k | 216.05 |
| 2021-12-31 | $7.4M | 33k | 224.20 |
| 2021-09-30 | $5.7M | 30k | 188.93 |
| 2021-06-30 | $6.2M | 29k | 215.20 |
| 2021-03-31 | $5.7M | 25k | 231.85 |
| 2020-12-31 | $3.2M | 18k | 182.03 |
| 2020-09-30 | $2.7M | 18k | 149.14 |
| 2020-06-30 | $349k | 2.8k | 126.36 |
| 2020-03-31 | $2.1M | 18k | 116.06 |
| 2019-12-31 | $2.5M | 17k | 147.69 |
| 2019-09-30 | $2.1M | 17k | 126.32 |
| 2019-06-30 | $2.3M | 17k | 136.29 |
| 2019-03-31 | $2.2M | 16k | 135.49 |
| 2018-12-31 | $2.4M | 19k | 127.06 |
| 2018-09-30 | $2.9M | 19k | 152.49 |
| 2018-06-30 | $2.6M | 19k | 135.68 |
| 2018-03-31 | $2.8M | 19k | 147.37 |
| 2017-12-31 | $3.0M | 19k | 157.56 |
| 2017-09-30 | $8.2M | 66k | 124.70 |
| 2017-06-30 | $8.0M | 75k | 107.45 |
| 2017-03-31 | $7.4M | 80k | 92.76 |
| 2016-12-31 | $6.9M | 74k | 92.74 |
| 2016-09-30 | $6.2M | 70k | 88.84 |
| 2016-06-30 | $4.9M | 65k | 75.81 |
| 2016-03-31 | $4.5M | 59k | 76.80 |
| 2015-12-31 | $1.3M | 20k | 67.96 |
| 2015-09-30 | $1.3M | 20k | 65.38 |
| 2015-06-30 | $1.7M | 20k | 84.81 |
| 2015-03-31 | $1.5M | 18k | 80.05 |
| 2014-12-31 | $1.7M | 18k | 91.53 |
| 2014-09-30 | $1.8M | 18k | 99.01 |
| 2014-06-30 | $2.0M | 18k | 108.66 |
| 2014-03-31 | $1.8M | 18k | 99.36 |
| 2013-12-31 | $1.7M | 19k | 90.79 |
More positions owned by Brookstone Capital Management
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