Caterpillar shares owned by Capstone Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Capstone Financial Advisors
from 13F filings
Historical chart of Capstone Financial Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Capstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 3.0k | 391.12 |
| 2024-06-30 | $935k | 2.8k | 333.07 |
| 2024-03-31 | $1.0M | 2.8k | 366.48 |
| 2023-09-30 | $758k | 2.8k | 272.97 |
| 2023-06-30 | $682k | 2.8k | 246.04 |
| 2023-03-31 | $630k | 2.8k | 228.86 |
| 2022-12-31 | $647k | 2.7k | 239.53 |
| 2022-09-30 | $442k | 2.7k | 164.01 |
| 2022-06-30 | $554k | 3.1k | 178.77 |
| 2022-03-31 | $598k | 2.7k | 222.80 |
| 2021-12-31 | $555k | 2.7k | 206.78 |
| 2021-09-30 | $521k | 2.7k | 192.11 |
| 2021-06-30 | $590k | 2.7k | 217.55 |
| 2021-03-31 | $649k | 2.8k | 231.70 |
| 2020-12-31 | $505k | 2.8k | 182.24 |
| 2020-09-30 | $414k | 2.8k | 149.30 |
| 2020-06-30 | $351k | 2.8k | 126.58 |
| 2020-03-31 | $339k | 2.9k | 115.98 |
| 2019-12-31 | $229k | 1.6k | 147.55 |
| 2019-09-30 | $236k | 1.9k | 126.54 |
| 2019-06-30 | $281k | 2.1k | 136.47 |
| 2019-03-31 | $280k | 2.1k | 135.40 |
| 2018-12-31 | $235k | 1.9k | 127.03 |
| 2018-03-31 | $221k | 1.5k | 147.63 |
| 2014-09-30 | $221k | 2.2k | 98.88 |
| 2014-06-30 | $226k | 2.1k | 108.65 |
| 2014-03-31 | $632k | 7.0k | 90.75 |
| 2013-12-31 | $632k | 7.0k | 90.75 |
More positions owned by Capstone Financial Advisors
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