Caterpillar shares owned by Sonora Investment Management Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Sonora Investment Management Group
from 13F filings
Historical chart of Sonora Investment Management Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Sonora Investment Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 23k | 477.16 |
| 2025-06-30 | $8.5M | 22k | 388.22 |
| 2025-03-31 | $6.1M | 19k | 329.80 |
| 2024-12-31 | $5.7M | 16k | 362.75 |
| 2024-09-30 | $1.0M | 2.6k | 391.08 |
| 2024-06-30 | $1.8M | 5.0k | 366.43 |
| 2024-03-31 | $1.8M | 5.0k | 366.43 |
| 2023-09-30 | $1.4M | 5.3k | 273.00 |
| 2023-06-30 | $1.3M | 5.1k | 246.06 |
| 2023-03-31 | $1.1M | 4.9k | 228.83 |
| 2022-12-31 | $1.3M | 5.3k | 239.58 |
| 2022-09-30 | $857k | 4.8k | 178.65 |
| 2022-06-30 | $857k | 4.8k | 178.65 |
| 2022-03-31 | $1.1M | 4.8k | 222.83 |
| 2021-12-31 | $940k | 4.5k | 206.78 |
More positions owned by Sonora Investment Management Group
View all positions for Sonora Investment Management Group