Caterpillar shares owned by Sontag Advisory
Historical chart of Sontag Advisory investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.6M | 5.3k | 295.67 |
| 2023-09-30 | $1.3M | 4.9k | 273.01 |
| 2023-06-30 | $625k | 2.5k | 246.09 |
| 2023-03-31 | $593k | 2.6k | 228.85 |
| 2022-12-31 | $1.1M | 4.4k | 239.57 |
| 2022-09-30 | $405k | 2.5k | 164.17 |
| 2022-06-30 | $360k | 2.0k | 178.93 |
| 2022-03-31 | $420k | 1.9k | 222.81 |
| 2021-12-31 | $1.0M | 4.8k | 206.85 |
| 2021-09-30 | $879k | 4.6k | 191.96 |
| 2021-06-30 | $419k | 1.9k | 217.66 |
| 2021-03-31 | $1.8M | 7.8k | 231.83 |
| 2020-12-31 | $1.2M | 6.8k | 181.97 |
| 2020-09-30 | $570k | 3.8k | 149.10 |
| 2020-06-30 | $480k | 3.8k | 126.52 |
| 2020-03-31 | $1.0M | 9.0k | 116.09 |
| 2019-12-31 | $325k | 2.2k | 147.59 |
| 2019-09-30 | $222k | 1.8k | 126.21 |
| 2018-12-31 | $66k | 521 | 126.68 |