Caterpillar shares owned by Cornerstone Advisory
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Cornerstone Advisory
from 13F filings
Historical chart of Cornerstone Advisory investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Cornerstone Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Cornerstone Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $937k | 2.0k | 477.25 |
| 2025-06-30 | $675k | 1.7k | 388.20 |
| 2025-03-31 | $545k | 1.7k | 320.95 |
| 2024-12-31 | $620k | 1.8k | 353.25 |
| 2024-09-30 | $671k | 1.7k | 391.14 |
| 2024-06-30 | $556k | 1.7k | 333.14 |
| 2024-03-31 | $654k | 1.8k | 366.38 |
| 2023-09-30 | $380k | 1.4k | 272.90 |
| 2023-06-30 | $326k | 1.3k | 246.11 |
| 2023-03-31 | $291k | 1.3k | 228.76 |
| 2022-12-31 | $303k | 1.3k | 239.63 |
| 2022-09-30 | $207k | 1.3k | 164.55 |
| 2022-06-30 | $224k | 1.3k | 178.49 |
| 2022-03-31 | $279k | 1.3k | 222.84 |
| 2021-12-31 | $332k | 1.6k | 207.08 |
| 2021-09-30 | $287k | 1.5k | 192.10 |
| 2021-06-30 | $324k | 1.5k | 217.45 |
| 2021-03-31 | $345k | 1.5k | 232.01 |
| 2020-12-31 | $277k | 1.5k | 182.24 |
| 2020-09-30 | $226k | 1.5k | 148.98 |
| 2019-12-31 | $231k | 1.6k | 147.42 |
| 2019-06-30 | $217k | 1.6k | 136.31 |
| 2018-09-30 | $220k | 1.4k | 152.35 |
| 2018-03-31 | $212k | 1.4k | 147.43 |
| 2017-12-31 | $252k | 1.6k | 157.50 |