Caterpillar shares owned by SS&H Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by SS&H Financial Advisors
from 13F filings
Historical chart of SS&H Financial Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by SS&H Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.3M | 3.5k | 362.84 |
| 2024-09-30 | $1.4M | 3.5k | 391.21 |
| 2024-06-30 | $1.2M | 3.5k | 333.05 |
| 2024-03-31 | $1.3M | 3.5k | 366.24 |
| 2023-09-30 | $962k | 3.5k | 272.91 |
| 2023-03-31 | $830k | 3.6k | 228.84 |
| 2022-12-31 | $868k | 3.6k | 239.56 |
| 2022-09-30 | $595k | 3.6k | 164.14 |
| 2022-06-30 | $648k | 3.6k | 178.76 |
| 2022-03-31 | $811k | 3.6k | 222.80 |