Caterpillar shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $694k | 1.8k | 391.18 |
| 2024-06-30 | $608k | 1.8k | 333.12 |
| 2024-03-31 | $663k | 1.8k | 366.42 |
| 2023-12-31 | $517k | 1.8k | 295.64 |
| 2023-09-30 | $452k | 1.7k | 272.94 |
| 2023-06-30 | $452k | 1.8k | 246.09 |
| 2023-03-31 | $399k | 1.7k | 228.85 |
| 2022-12-31 | $417k | 1.7k | 239.54 |
| 2022-09-30 | $270k | 1.6k | 164.33 |
| 2022-06-30 | $291k | 1.6k | 178.75 |
| 2022-03-31 | $359k | 1.6k | 222.57 |
| 2021-12-31 | $283k | 1.4k | 206.72 |