Caterpillar shares owned by Sound Financial Strategies Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Sound Financial Strategies Group
from 13F filings
Historical chart of Sound Financial Strategies Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Sound Financial Strategies Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $864k | 1.8k | 477.15 |
| 2025-06-30 | $666k | 1.7k | 388.21 |
| 2025-03-31 | $719k | 2.2k | 329.80 |
| 2024-12-31 | $842k | 2.3k | 362.76 |
| 2024-09-30 | $806k | 2.1k | 391.12 |
| 2024-06-30 | $667k | 2.0k | 333.10 |
| 2024-03-31 | $822k | 2.2k | 366.43 |
| 2023-12-31 | $690k | 2.3k | 295.67 |
| 2023-09-30 | $1.1M | 3.9k | 273.00 |
| 2023-06-30 | $1.0M | 4.2k | 246.05 |
| 2023-03-31 | $1.1M | 4.7k | 228.84 |
| 2022-12-31 | $1.2M | 4.8k | 239.56 |
| 2021-12-31 | $579k | 2.8k | 206.71 |
| 2021-09-30 | $546k | 2.8k | 191.92 |
| 2021-06-30 | $616k | 2.8k | 217.51 |
| 2021-03-31 | $606k | 2.6k | 231.83 |
| 2020-12-31 | $681k | 3.7k | 181.99 |
More positions owned by Sound Financial Strategies Group
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