Caterpillar shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $21M | 72k | 295.67 |
| 2023-09-30 | $20M | 72k | 273.00 |
| 2023-06-30 | $14M | 58k | 246.05 |
| 2023-03-31 | $14M | 63k | 228.84 |
| 2022-12-31 | $12M | 50k | 239.56 |
| 2022-09-30 | $8.3M | 51k | 164.09 |
| 2022-06-30 | $7.8M | 44k | 178.76 |
| 2022-03-31 | $9.7M | 43k | 222.82 |
| 2021-12-31 | $9.0M | 44k | 206.74 |
| 2021-09-30 | $8.0M | 42k | 191.98 |
| 2021-03-31 | $9.3M | 40k | 231.87 |
| 2020-09-30 | $5.7M | 38k | 149.14 |
| 2020-06-30 | $5.8M | 46k | 126.50 |
| 2020-03-31 | $5.0M | 43k | 116.02 |
| 2019-12-31 | $5.8M | 40k | 147.67 |
| 2019-09-30 | $5.7M | 46k | 126.29 |
| 2019-06-30 | $6.0M | 44k | 136.29 |
| 2019-03-31 | $4.9M | 36k | 135.49 |
| 2018-12-31 | $3.6M | 28k | 127.06 |
| 2018-09-30 | $4.0M | 26k | 152.48 |
| 2018-06-30 | $2.9M | 22k | 135.67 |
| 2018-03-31 | $2.2M | 15k | 147.32 |
| 2017-12-31 | $2.4M | 15k | 157.53 |
| 2017-09-30 | $2.0M | 16k | 124.66 |
| 2017-06-30 | $3.7M | 34k | 107.43 |
| 2017-03-31 | $3.0M | 32k | 92.75 |
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