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
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by SS&H Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by SS&H Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |