Caterpillar shares owned by REDW Stanley Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by REDW Stanley Financial Advisors
from 13F filings
Historical chart of REDW Stanley Financial Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by REDW Stanley Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 2.4k | 477.15 |
| 2025-06-30 | $939k | 2.4k | 388.21 |
| 2025-03-31 | $798k | 2.4k | 329.80 |
| 2024-12-31 | $848k | 2.3k | 362.76 |
| 2024-09-30 | $721k | 1.8k | 391.12 |
| 2024-06-30 | $646k | 1.9k | 333.10 |
| 2024-03-31 | $751k | 2.0k | 366.43 |
| 2023-12-31 | $606k | 2.0k | 295.67 |
| 2023-09-30 | $576k | 2.1k | 273.00 |
| 2023-06-30 | $497k | 2.0k | 246.05 |
| 2023-03-31 | $436k | 1.9k | 228.84 |
| 2022-12-31 | $450k | 1.9k | 239.56 |
| 2022-09-30 | $308k | 1.9k | 164.00 |
| 2022-06-30 | $336k | 1.9k | 178.91 |
| 2022-03-31 | $418k | 1.9k | 222.58 |
| 2021-12-31 | $388k | 1.9k | 206.60 |
| 2021-09-30 | $351k | 1.8k | 192.01 |
| 2021-06-30 | $398k | 1.8k | 217.72 |
| 2021-03-31 | $424k | 1.8k | 231.95 |
| 2020-12-31 | $333k | 1.8k | 182.17 |
| 2020-09-30 | $273k | 1.8k | 149.34 |
| 2020-06-30 | $231k | 1.8k | 126.37 |
| 2020-03-31 | $212k | 1.8k | 115.97 |
| 2019-12-31 | $246k | 1.7k | 147.57 |
| 2019-09-30 | $211k | 1.7k | 126.57 |
| 2019-06-30 | $227k | 1.7k | 136.17 |
| 2019-03-31 | $226k | 1.7k | 135.57 |
| 2018-12-31 | $212k | 1.7k | 127.17 |
| 2018-09-30 | $254k | 1.7k | 152.37 |
| 2018-06-30 | $226k | 1.7k | 135.57 |
| 2018-03-31 | $246k | 1.7k | 147.57 |
| 2017-12-31 | $275k | 1.7k | 157.86 |
| 2017-09-30 | $217k | 1.7k | 124.57 |
More positions owned by REDW Stanley Financial Advisors
View all positions for REDW Stanley Financial Advisors