Caterpillar shares owned by Sigma Planning
Historical chart of Sigma Planning investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Sigma Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 21k | 477.14 |
| 2025-06-30 | $8.4M | 22k | 388.21 |
| 2025-03-31 | $8.2M | 25k | 329.80 |
| 2024-12-31 | $9.6M | 26k | 362.76 |
| 2024-09-30 | $9.7M | 25k | 391.13 |
| 2024-06-30 | $8.4M | 25k | 333.11 |
| 2024-03-31 | $9.7M | 27k | 366.44 |
| 2023-12-31 | $4.0M | 14k | 295.67 |
| 2023-09-30 | $8.5M | 31k | 273.00 |
| 2023-06-30 | $6.9M | 28k | 246.06 |
| 2023-03-31 | $7.1M | 31k | 228.84 |
| 2022-12-31 | $5.8M | 24k | 239.56 |
| 2022-09-30 | $5.2M | 32k | 164.07 |
| 2022-06-30 | $5.8M | 33k | 178.75 |
| 2022-03-31 | $7.4M | 33k | 222.82 |
| 2021-12-31 | $7.7M | 37k | 206.74 |
| 2021-09-30 | $8.2M | 43k | 191.98 |
| 2021-06-30 | $8.9M | 41k | 217.62 |
| 2021-03-31 | $7.3M | 31k | 231.88 |
| 2020-12-31 | $5.7M | 31k | 182.02 |
| 2020-09-30 | $4.9M | 33k | 149.15 |
| 2020-06-30 | $4.5M | 36k | 126.51 |
| 2020-03-31 | $3.8M | 33k | 116.05 |
| 2019-12-31 | $5.1M | 34k | 147.69 |
| 2019-09-30 | $4.4M | 35k | 126.31 |
| 2019-06-30 | $4.7M | 34k | 136.30 |
| 2019-03-31 | $4.3M | 32k | 135.49 |
| 2018-12-31 | $4.0M | 32k | 127.09 |
| 2018-09-30 | $4.2M | 27k | 152.48 |
| 2018-06-30 | $3.3M | 24k | 135.68 |
| 2018-03-31 | $3.5M | 24k | 147.39 |
| 2017-12-31 | $3.3M | 21k | 157.59 |
| 2017-09-30 | $2.4M | 19k | 124.73 |
| 2017-06-30 | $1.7M | 16k | 107.44 |
| 2017-03-31 | $2.1M | 22k | 92.76 |
| 2016-12-31 | $2.1M | 23k | 92.74 |
| 2016-09-30 | $1.6M | 18k | 88.79 |
| 2016-06-30 | $1.4M | 19k | 75.82 |
| 2016-03-31 | $1.4M | 18k | 76.52 |
| 2015-12-31 | $1.4M | 20k | 67.95 |
| 2015-09-30 | $1.4M | 22k | 65.37 |
| 2015-06-30 | $2.0M | 23k | 84.84 |
| 2015-03-31 | $1.9M | 24k | 80.03 |
| 2014-12-31 | $1.7M | 19k | 91.52 |