Caterpillar shares owned by Southland Equity Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Southland Equity Partners
from 13F filings
Historical chart of Southland Equity Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Southland Equity Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $447k | 936 | 477.09 |
| 2025-06-30 | $361k | 929 | 388.40 |
| 2025-03-31 | $297k | 899 | 329.80 |
| 2024-12-31 | $320k | 883 | 362.56 |
| 2024-09-30 | $339k | 866 | 391.16 |
| 2024-06-30 | $262k | 786 | 332.97 |
| 2024-03-31 | $287k | 784 | 366.56 |
| 2023-12-31 | $223k | 754 | 295.59 |