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
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Sage Mountain Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by Sage Mountain Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |