Caterpillar shares owned by Stephens
Historical chart of Stephens investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Stephens
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $36M | 92k | 391.12 |
| 2024-06-30 | $30M | 90k | 333.10 |
| 2024-03-31 | $34M | 94k | 366.43 |
| 2023-09-30 | $23M | 84k | 273.00 |
| 2023-06-30 | $20M | 82k | 246.05 |
| 2023-03-31 | $17M | 74k | 228.84 |
| 2022-12-31 | $19M | 78k | 239.56 |
| 2022-09-30 | $12M | 73k | 164.07 |
| 2022-06-30 | $13M | 73k | 178.77 |
| 2022-03-31 | $16M | 72k | 222.82 |
| 2021-12-31 | $17M | 84k | 206.73 |
| 2021-09-30 | $14M | 73k | 191.98 |
| 2021-06-30 | $15M | 68k | 217.64 |
| 2021-03-31 | $18M | 76k | 231.87 |
| 2020-12-31 | $13M | 72k | 182.02 |
| 2020-09-30 | $11M | 72k | 149.16 |
| 2020-06-30 | $9.0M | 72k | 126.49 |
| 2020-03-31 | $8.2M | 71k | 116.04 |
| 2019-12-31 | $7.7M | 52k | 147.68 |
| 2019-09-30 | $8.0M | 63k | 126.31 |
| 2019-06-30 | $8.5M | 62k | 136.30 |
| 2019-03-31 | $8.4M | 62k | 135.48 |
| 2018-12-31 | $7.5M | 59k | 127.07 |
| 2018-09-30 | $7.6M | 50k | 152.49 |
| 2018-06-30 | $6.1M | 45k | 135.68 |
| 2018-03-31 | $6.6M | 45k | 147.39 |
| 2017-12-31 | $6.4M | 41k | 157.58 |
| 2017-09-30 | $5.1M | 41k | 124.72 |
| 2017-06-30 | $4.3M | 40k | 107.46 |
| 2017-03-31 | $3.2M | 34k | 92.74 |
| 2016-12-31 | $3.2M | 35k | 92.75 |
| 2016-09-30 | $3.0M | 34k | 88.78 |
| 2016-06-30 | $2.8M | 37k | 75.81 |
| 2016-03-31 | $2.4M | 31k | 76.54 |
| 2015-12-31 | $1.7M | 25k | 67.96 |
| 2015-09-30 | $1.7M | 26k | 65.36 |
| 2015-06-30 | $2.9M | 35k | 84.83 |
| 2015-03-31 | $2.1M | 26k | 80.01 |
| 2014-12-31 | $2.1M | 23k | 91.51 |
| 2014-09-30 | $2.1M | 22k | 99.02 |
| 2014-06-30 | $2.3M | 21k | 108.69 |
| 2014-03-31 | $1.9M | 19k | 99.34 |
| 2013-12-31 | $1.4M | 16k | 90.80 |
| 2013-09-30 | $1.4M | 17k | 83.41 |
| 2013-06-30 | $1.7M | 20k | 82.49 |
| 2013-03-31 | $1.4M | 16k | 86.98 |
| 2012-12-31 | $1.2M | 14k | 89.62 |
| 2012-09-30 | $1.0M | 12k | 86.01 |
| 2012-06-30 | $969k | 11k | 84.92 |
| 2012-03-31 | $1.2M | 11k | 106.55 |
| 2011-12-31 | $998k | 11k | 90.62 |
| 2011-09-30 | $763k | 10k | 73.86 |
| 2011-06-30 | $867k | 7.8k | 111.33 |
| 2011-03-31 | $867k | 7.8k | 111.33 |
| 2010-12-31 | $605k | 6.5k | 93.62 |