Caterpillar shares owned by Sargent Investment Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Sargent Investment Group
from 13F filings
Historical chart of Sargent Investment Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Sargent Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 7.2k | 477.15 |
| 2025-06-30 | $3.0M | 7.0k | 427.72 |
| 2025-03-31 | $2.3M | 6.9k | 329.80 |
| 2024-12-31 | $2.4M | 6.5k | 362.50 |
| 2024-09-30 | $2.4M | 6.0k | 391.12 |
| 2024-06-30 | $1.8M | 5.3k | 333.10 |
| 2024-03-31 | $1.7M | 4.7k | 366.43 |
| 2023-12-31 | $2.2M | 7.4k | 295.67 |
| 2023-09-30 | $1.8M | 6.5k | 273.00 |
| 2023-06-30 | $1.6M | 6.5k | 246.05 |
| 2023-03-31 | $1.4M | 6.1k | 229.87 |
| 2022-12-31 | $1.5M | 6.4k | 239.56 |
| 2022-09-30 | $1.1M | 6.2k | 178.82 |
| 2022-06-30 | $1000k | 5.6k | 178.79 |
| 2022-03-31 | $1.1M | 4.8k | 222.90 |
| 2021-12-31 | $753k | 3.6k | 206.87 |
| 2021-09-30 | $600k | 3.1k | 192.00 |
| 2021-06-30 | $527k | 2.4k | 217.59 |
| 2021-03-31 | $562k | 2.4k | 232.04 |
| 2020-12-31 | $437k | 2.4k | 181.93 |
| 2020-09-30 | $256k | 1.7k | 149.36 |
| 2019-12-31 | $204k | 1.4k | 147.83 |
| 2019-06-30 | $678k | 5.0k | 136.28 |
| 2019-03-31 | $674k | 5.0k | 135.48 |
| 2018-12-31 | $632k | 5.0k | 127.04 |