Caterpillar shares owned by Souders Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Souders Financial Advisors
from 13F filings
Historical chart of Souders Financial Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Souders Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Souders Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 3.9k | 391.09 |
| 2024-06-30 | $1.2M | 3.7k | 333.13 |
| 2024-03-31 | $1.3M | 3.6k | 366.43 |
| 2023-12-31 | $1.0M | 3.5k | 295.67 |
| 2021-12-31 | $791k | 3.8k | 206.74 |
| 2021-09-30 | $648k | 3.4k | 192.00 |
| 2020-12-31 | $630k | 3.5k | 182.08 |
| 2020-09-30 | $598k | 3.5k | 172.33 |
| 2020-06-30 | $446k | 3.5k | 126.38 |
More positions owned by Souders Financial Advisors
View all positions for Souders Financial Advisors