Caterpillar shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Sound View Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 10k | 477.16 |
| 2025-06-30 | $4.1M | 11k | 388.20 |
| 2025-03-31 | $3.9M | 12k | 329.79 |
| 2024-12-31 | $4.3M | 12k | 362.77 |
| 2024-09-30 | $4.5M | 11k | 391.13 |
| 2024-06-30 | $3.3M | 9.8k | 333.10 |
| 2024-03-31 | $3.5M | 9.5k | 366.41 |
| 2023-12-31 | $3.0M | 10k | 295.66 |
| 2023-09-30 | $2.5M | 9.3k | 272.99 |
| 2023-06-30 | $1.1M | 4.5k | 246.04 |
| 2023-03-31 | $1.0M | 4.5k | 228.85 |
| 2022-12-31 | $953k | 4.0k | 239.53 |
| 2022-09-30 | $664k | 4.0k | 164.11 |
| 2022-06-30 | $725k | 4.1k | 178.84 |
| 2022-03-31 | $630k | 2.8k | 222.93 |
| 2021-12-31 | $531k | 2.6k | 206.86 |
| 2021-09-30 | $504k | 2.6k | 191.78 |
| 2021-06-30 | $548k | 2.5k | 217.81 |
| 2021-03-31 | $727k | 3.1k | 231.90 |
| 2020-12-31 | $565k | 3.1k | 182.02 |
| 2020-09-30 | $500k | 3.4k | 149.16 |
| 2020-06-30 | $424k | 3.3k | 126.61 |
| 2020-03-31 | $388k | 3.3k | 115.99 |
| 2019-12-31 | $498k | 3.4k | 147.77 |
| 2019-09-30 | $468k | 3.7k | 126.42 |
| 2019-06-30 | $744k | 5.5k | 136.31 |
More positions owned by Sound View Wealth Advisors Group
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