Caterpillar shares owned by Cornerstone Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Cornerstone Advisors
from 13F filings
Historical chart of Cornerstone Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Cornerstone Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $9.9M | 34k | 295.67 |
| 2023-09-30 | $12M | 44k | 273.00 |
| 2023-06-30 | $10M | 42k | 246.05 |
| 2023-03-31 | $9.2M | 40k | 228.84 |
| 2022-09-30 | $9.0M | 55k | 164.07 |
| 2022-06-30 | $6.3M | 35k | 178.77 |
| 2021-09-30 | $7.7M | 40k | 191.98 |
| 2021-06-30 | $10M | 48k | 217.63 |
| 2021-03-31 | $8.3M | 36k | 231.86 |
| 2020-12-31 | $2.2M | 12k | 182.00 |