Caterpillar shares owned by Stephens Consulting
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Stephens Consulting
from 13F filings
Historical chart of Stephens Consulting investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Stephens Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $227k | 475 | 477.15 |
| 2025-06-30 | $191k | 491 | 388.21 |
| 2025-03-31 | $206k | 625 | 329.80 |
| 2024-12-31 | $163k | 450 | 362.76 |
| 2024-09-30 | $215k | 551 | 390.96 |
| 2024-06-30 | $184k | 551 | 332.97 |
| 2024-03-31 | $202k | 551 | 366.28 |
| 2023-12-31 | $163k | 551 | 295.55 |
| 2023-09-30 | $150k | 551 | 272.89 |
| 2023-06-30 | $136k | 551 | 245.95 |
| 2023-03-31 | $130k | 566 | 228.75 |
| 2022-12-31 | $387k | 1.6k | 239.53 |
| 2022-09-30 | $282k | 1.7k | 164.06 |
| 2022-06-30 | $307k | 1.7k | 178.74 |
| 2022-03-31 | $546k | 2.5k | 222.80 |
| 2021-12-31 | $571k | 2.8k | 206.72 |