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Caterpillar shares owned by Sage Financial

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Sage Financial from 13F filings

Historical chart of Sage Financial investment in Caterpillar

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All positions including Caterpillar held by Sage Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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