Caterpillar shares owned by Sequoia Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Sequoia Financial Advisors
from 13F filings
Historical chart of Sequoia Financial Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Sequoia Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $30M | 75k | 391.12 |
| 2024-06-30 | $23M | 68k | 333.10 |
| 2024-03-31 | $21M | 57k | 366.43 |
| 2023-12-31 | $18M | 59k | 295.67 |
| 2023-09-30 | $3.0M | 11k | 273.01 |
| 2023-06-30 | $2.7M | 11k | 246.05 |
| 2023-03-31 | $2.3M | 10k | 228.83 |
| 2022-12-31 | $2.5M | 10k | 239.55 |
| 2022-09-30 | $1.5M | 9.3k | 164.83 |
| 2022-06-30 | $1.8M | 10k | 178.73 |
| 2022-03-31 | $2.3M | 11k | 222.86 |
| 2021-12-31 | $1.5M | 7.4k | 206.67 |
| 2021-09-30 | $283k | 1.5k | 192.26 |
| 2021-06-30 | $1.3M | 6.0k | 217.55 |
| 2021-03-31 | $1.4M | 5.9k | 231.81 |
| 2020-12-31 | $1.7M | 9.2k | 182.04 |
| 2020-09-30 | $1.3M | 9.0k | 149.19 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2020-03-31 | $987k | 8.5k | 116.09 |
| 2019-12-31 | $1.1M | 7.4k | 147.75 |
| 2019-09-30 | $1.0M | 8.2k | 126.30 |
| 2019-06-30 | $649k | 4.8k | 136.29 |
| 2019-03-31 | $664k | 4.9k | 135.51 |
| 2018-12-31 | $344k | 2.7k | 127.03 |
| 2018-09-30 | $359k | 2.4k | 152.70 |
| 2018-06-30 | $294k | 2.2k | 135.73 |
| 2018-03-31 | $304k | 2.1k | 147.14 |
| 2017-12-31 | $228k | 1.4k | 157.46 |
More positions owned by Sequoia Financial Advisors
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