Caterpillar shares owned by Sage Financial
Historical chart of Sage Financial investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Sage Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Sage Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $229k | 400 | 572.87 |
| 2022-03-31 | $89k | 400 | 222.50 |
| 2021-12-31 | $83k | 400 | 207.50 |
| 2021-09-30 | $77k | 400 | 192.50 |
| 2021-06-30 | $87k | 400 | 217.50 |
| 2021-03-31 | $93k | 400 | 232.50 |
| 2020-12-31 | $73k | 400 | 182.50 |
| 2020-09-30 | $60k | 400 | 150.00 |
| 2020-06-30 | $51k | 400 | 127.50 |
| 2020-03-31 | $46k | 400 | 115.00 |
| 2019-12-31 | $59k | 400 | 147.50 |
| 2019-09-30 | $51k | 400 | 127.50 |
| 2019-06-30 | $55k | 400 | 137.50 |
| 2019-03-31 | $54k | 400 | 135.00 |
| 2018-12-31 | $51k | 400 | 127.50 |
| 2018-09-30 | $61k | 400 | 152.50 |
| 2018-06-30 | $54k | 400 | 135.00 |
| 2018-03-31 | $59k | 400 | 147.50 |
| 2017-12-31 | $63k | 400 | 157.50 |
| 2017-09-30 | $50k | 400 | 125.00 |
| 2017-06-30 | $43k | 400 | 107.50 |
| 2017-03-31 | $37k | 400 | 92.50 |
| 2016-12-31 | $37k | 400 | 92.50 |
| 2016-09-30 | $36k | 400 | 90.00 |
| 2016-06-30 | $30k | 400 | 75.00 |
| 2016-03-31 | $31k | 400 | 77.50 |
| 2015-12-31 | $27k | 400 | 67.50 |
| 2015-09-30 | $26k | 400 | 65.00 |
| 2015-06-30 | $34k | 400 | 85.00 |
| 2015-03-31 | $32k | 400 | 80.00 |
| 2014-12-31 | $37k | 400 | 92.50 |
| 2014-09-30 | $40k | 400 | 100.00 |
| 2014-06-30 | $43k | 400 | 107.50 |
| 2014-03-31 | $40k | 400 | 100.00 |