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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

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Sonora Investment Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Sonora Investment Management Group

Quarter filed Position value Share count Share price at filing
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