Caterpillar shares owned by Lion Street Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Lion Street Advisors
from 13F filings
Historical chart of Lion Street Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Lion Street Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $726k | 3.6k | 204.00 |
| 2025-06-30 | $1.1M | 2.9k | 388.27 |
| 2025-03-31 | $970k | 2.9k | 329.82 |
| 2024-12-31 | $1.1M | 2.9k | 362.76 |
| 2024-09-30 | $1.2M | 3.0k | 391.09 |
| 2024-06-30 | $1.0M | 3.0k | 333.05 |
| 2024-03-31 | $915k | 3.1k | 295.67 |
| 2023-12-31 | $915k | 3.1k | 295.67 |
| 2023-09-30 | $852k | 3.1k | 272.98 |
| 2023-06-30 | $730k | 3.6k | 204.00 |
| 2023-03-31 | $682k | 3.0k | 228.88 |
| 2022-12-31 | $598k | 2.9k | 204.01 |
| 2022-09-30 | $475k | 2.9k | 162.45 |
| 2022-06-30 | $599k | 2.9k | 204.51 |
| 2022-03-31 | $653k | 2.9k | 223.17 |
| 2021-12-31 | $605k | 2.9k | 206.77 |
| 2021-09-30 | $561k | 2.9k | 191.53 |
| 2021-06-30 | $44k | 200 | 217.63 |
| 2020-03-31 | $9.0k | 75 | 120.00 |