Caterpillar shares owned by Sterling Financial Planning
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Sterling Financial Planning
from 13F filings
Historical chart of Sterling Financial Planning investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Sterling Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $249k | 841 | 295.67 |
| 2023-09-30 | $259k | 950 | 273.00 |
| 2023-06-30 | $234k | 950 | 246.05 |
| 2023-03-31 | $217k | 950 | 228.84 |
| 2022-12-31 | $228k | 950 | 239.56 |
| 2022-03-31 | $212k | 950 | 223.16 |
| 2021-09-30 | $182k | 950 | 191.58 |
| 2021-06-30 | $222k | 1.0k | 217.22 |
| 2021-03-31 | $237k | 1.0k | 231.90 |
| 2020-12-31 | $223k | 1.2k | 181.74 |
More positions owned by Sterling Financial Planning
View all positions for Sterling Financial Planning