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Caterpillar shares owned by Sonata Capital

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Sonata Capital from 13F filings

Historical chart of Sonata Capital investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Sonata Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Sonata Capital

Quarter filed Position value Share count Share price at filing
2026-06-30 $213k 200 1064.90
2023-09-30 $250k 916 272.93

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View all positions for Sonata Capital

Top funds holding Caterpillar

BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
T. Rowe Price Associates
Bank of America Corporation

View all funds holding Caterpillar