Caterpillar shares owned by Keystone Financial Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Keystone Financial Group
from 13F filings
Historical chart of Keystone Financial Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Keystone Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 2.4k | 477.06 |
| 2025-06-30 | $328k | 846 | 388.19 |
| 2025-03-31 | $292k | 886 | 329.92 |
| 2024-12-31 | $343k | 946 | 362.64 |
| 2024-09-30 | $370k | 945 | 391.17 |
| 2024-06-30 | $315k | 945 | 332.99 |
| 2024-03-31 | $352k | 961 | 366.55 |
| 2023-09-30 | $221k | 808 | 272.97 |
| 2022-12-31 | $221k | 921 | 239.64 |
| 2022-03-31 | $210k | 943 | 222.69 |
| 2021-03-31 | $205k | 882 | 232.43 |