Caterpillar shares owned by Goldstone Financial Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Goldstone Financial Group
from 13F filings
Historical chart of Goldstone Financial Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Goldstone Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 4.5k | 477.17 |
| 2025-06-30 | $1.4M | 3.4k | 397.83 |
| 2025-03-31 | $849k | 2.6k | 329.77 |
| 2024-12-31 | $741k | 2.0k | 362.73 |
| 2024-09-30 | $619k | 1.6k | 391.22 |
| 2024-06-30 | $411k | 1.2k | 333.08 |
| 2024-03-31 | $492k | 1.3k | 366.31 |
| 2023-12-31 | $389k | 1.3k | 295.65 |
| 2023-09-30 | $264k | 967 | 273.00 |
| 2023-06-30 | $258k | 1.1k | 246.05 |
| 2023-03-31 | $217k | 949 | 228.86 |