Caterpillar shares owned by Stamos Capital Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Stamos Capital Partners
from 13F filings
Historical chart of Stamos Capital Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Stamos Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.8M | 7.1k | 391.12 |
| 2024-06-30 | $3.1M | 9.4k | 333.10 |
| 2024-03-31 | $3.0M | 8.3k | 366.43 |
| 2023-12-31 | $5.3M | 18k | 295.67 |
| 2023-09-30 | $6.3M | 23k | 273.00 |
| 2023-06-30 | $5.3M | 21k | 246.05 |
| 2023-03-31 | $4.5M | 20k | 228.84 |
| 2022-12-31 | $3.7M | 15k | 239.56 |
| 2022-09-30 | $6.0M | 37k | 164.08 |
| 2022-06-30 | $2.7M | 15k | 178.75 |
| 2022-03-31 | $3.4M | 15k | 222.83 |
| 2021-12-31 | $1.0M | 4.9k | 206.73 |
| 2019-03-31 | $206k | 1.5k | 137.33 |
| 2018-12-31 | $1.3M | 11k | 127.11 |