Caterpillar shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 3.5k | 477.17 |
| 2025-06-30 | $1.2M | 3.1k | 388.19 |
| 2025-03-31 | $1.0M | 3.1k | 329.78 |
| 2024-12-31 | $954k | 2.6k | 362.74 |
| 2024-09-30 | $946k | 2.4k | 391.09 |
| 2024-06-30 | $744k | 2.2k | 333.07 |
| 2024-03-31 | $855k | 2.3k | 366.43 |
| 2023-12-31 | $465k | 1.6k | 295.67 |
| 2023-09-30 | $435k | 1.6k | 273.00 |
| 2023-06-30 | $374k | 1.5k | 246.05 |
| 2023-03-31 | $327k | 1.4k | 228.84 |
| 2022-12-31 | $260k | 1.1k | 239.56 |