Caterpillar shares owned by Sage Investment Counsel
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Sage Investment Counsel
from 13F filings
Historical chart of Sage Investment Counsel investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Sage Investment Counsel consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Sage Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $983k | 2.1k | 477.22 |
| 2025-06-30 | $806k | 2.1k | 388.17 |
| 2025-03-31 | $684k | 2.1k | 329.84 |
| 2024-12-31 | $731k | 2.0k | 362.79 |