Caterpillar shares owned by Stacey Braun Associates
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Stacey Braun Associates
from 13F filings
Historical chart of Stacey Braun Associates investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Stacey Braun Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 25k | 477.15 |
| 2025-06-30 | $8.3M | 21k | 388.21 |
| 2025-03-31 | $12M | 35k | 329.80 |
| 2024-12-31 | $13M | 35k | 362.76 |
| 2024-09-30 | $13M | 34k | 391.12 |
| 2024-06-30 | $475k | 1.4k | 333.33 |
| 2024-03-31 | $522k | 1.4k | 366.32 |
| 2023-12-31 | $421k | 1.4k | 295.67 |
| 2023-09-30 | $635k | 2.3k | 273.12 |
| 2023-06-30 | $517k | 2.1k | 246.05 |
| 2023-03-31 | $961k | 4.2k | 228.84 |
| 2022-12-31 | $539k | 2.3k | 239.56 |
| 2022-09-30 | $730k | 4.5k | 164.04 |
| 2022-06-30 | $1.2M | 6.8k | 178.70 |
| 2022-03-31 | $1.1M | 5.2k | 222.87 |
| 2021-12-31 | $1.2M | 5.7k | 206.71 |
| 2021-09-30 | $1.1M | 5.7k | 192.05 |
| 2021-06-30 | $23M | 104k | 217.63 |
| 2021-03-31 | $25M | 108k | 231.87 |
| 2020-12-31 | $21M | 114k | 182.02 |
| 2020-09-30 | $15M | 101k | 149.15 |
| 2020-06-30 | $13M | 102k | 126.50 |
| 2020-03-31 | $13M | 111k | 116.04 |
| 2019-12-31 | $17M | 116k | 147.68 |
| 2019-09-30 | $12M | 91k | 126.31 |
| 2019-06-30 | $12M | 88k | 136.28 |
| 2019-03-31 | $13M | 97k | 135.49 |
| 2018-12-31 | $12M | 94k | 127.07 |
| 2018-09-30 | $17M | 111k | 152.49 |
| 2018-06-30 | $15M | 110k | 135.67 |
| 2018-03-31 | $16M | 105k | 147.38 |
| 2017-12-31 | $21M | 134k | 157.58 |
| 2017-09-30 | $16M | 127k | 124.71 |
| 2017-06-30 | $1.3M | 12k | 107.46 |
| 2017-03-31 | $798k | 8.6k | 92.79 |
| 2016-12-31 | $900k | 9.7k | 92.78 |
| 2016-09-30 | $373k | 4.2k | 88.81 |
| 2011-03-31 | $200k | 1.8k | 111.35 |