Caterpillar shares owned by SevenBridge Financial
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by SevenBridge Financial
from 13F filings
Historical chart of SevenBridge Financial investment in Caterpillar
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Quarterly reported holdings in Caterpillar by SevenBridge Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.6M | 5.0k | 326.44 |
| 2024-03-31 | $1.7M | 5.0k | 336.75 |
| 2023-12-31 | $1.7M | 5.8k | 295.67 |
| 2023-09-30 | $1.5M | 5.7k | 273.00 |
| 2023-06-30 | $1.3M | 5.2k | 246.05 |
| 2023-03-31 | $1.2M | 5.2k | 228.83 |
| 2022-12-31 | $1.3M | 5.3k | 239.55 |
| 2022-09-30 | $877k | 5.3k | 164.14 |
| 2022-06-30 | $875k | 4.9k | 178.79 |
| 2022-03-31 | $1.0M | 4.7k | 222.84 |
| 2021-12-31 | $1.2M | 5.6k | 206.66 |
| 2021-09-30 | $989k | 5.2k | 191.96 |
| 2021-06-30 | $1.2M | 5.3k | 217.72 |
| 2021-03-31 | $1.2M | 5.4k | 231.91 |
| 2020-12-31 | $979k | 5.4k | 182.07 |
| 2020-09-30 | $802k | 5.4k | 149.15 |
| 2020-06-30 | $736k | 5.8k | 126.46 |
| 2020-03-31 | $751k | 6.5k | 116.07 |
| 2019-12-31 | $704k | 4.8k | 147.62 |
| 2019-09-30 | $599k | 4.7k | 126.40 |
| 2019-06-30 | $401k | 2.9k | 136.44 |
| 2019-03-31 | $178k | 1.3k | 135.46 |
| 2018-12-31 | $167k | 1.3k | 127.09 |
| 2018-09-30 | $284k | 1.9k | 152.36 |
| 2018-06-30 | $272k | 2.0k | 135.80 |
| 2018-03-31 | $317k | 2.2k | 147.24 |
| 2017-12-31 | $518k | 3.3k | 157.64 |
| 2017-09-30 | $422k | 3.4k | 124.63 |
| 2017-06-30 | $367k | 3.4k | 107.44 |
| 2017-03-31 | $239k | 2.5k | 95.60 |
| 2016-12-31 | $244k | 2.8k | 87.14 |
| 2016-09-30 | $244k | 2.8k | 87.14 |
| 2016-06-30 | $234k | 3.1k | 75.85 |