Caterpillar shares owned by Stifel Financial
Historical chart of Stifel Financial investment in Caterpillar
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All positions including Caterpillar held by Stifel Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Stifel Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $292M | 613k | 477.17 |
| 2025-06-30 | $243M | 626k | 388.23 |
| 2025-03-31 | $203M | 615k | 329.80 |
| 2024-12-31 | $237M | 653k | 362.76 |
| 2024-09-30 | $260M | 666k | 391.12 |
| 2024-06-30 | $224M | 671k | 333.10 |
| 2024-03-31 | $236M | 643k | 366.43 |
| 2023-12-31 | $196M | 663k | 295.67 |
| 2023-09-30 | $176M | 643k | 273.00 |
| 2023-06-30 | $157M | 638k | 246.05 |
| 2023-03-31 | $146M | 636k | 228.84 |
| 2022-12-31 | $157M | 653k | 239.56 |
| 2022-09-30 | $105M | 641k | 163.00 |
| 2022-06-30 | $116M | 652k | 177.06 |
| 2022-03-31 | $149M | 672k | 222.38 |
| 2021-12-31 | $120M | 578k | 206.82 |
| 2021-09-30 | $98M | 518k | 189.62 |
| 2021-06-30 | $106M | 488k | 217.11 |
| 2021-03-31 | $112M | 484k | 231.50 |
| 2020-12-31 | $89M | 491k | 180.60 |
| 2020-09-30 | $76M | 510k | 148.56 |
| 2020-06-30 | $61M | 481k | 126.91 |
| 2020-03-31 | $55M | 468k | 117.52 |
| 2019-12-31 | $73M | 497k | 147.68 |
| 2019-09-30 | $58M | 462k | 126.30 |
| 2019-06-30 | $68M | 496k | 136.28 |
| 2019-03-31 | $64M | 475k | 135.47 |
| 2018-12-31 | $57M | 449k | 127.06 |
| 2018-09-30 | $58M | 378k | 152.49 |
| 2018-06-30 | $58M | 397k | 145.25 |
| 2018-03-31 | $61M | 411k | 147.38 |
| 2017-12-31 | $70M | 445k | 157.58 |
| 2017-09-30 | $60M | 481k | 124.71 |
| 2017-06-30 | $49M | 457k | 107.46 |
| 2017-03-31 | $34M | 364k | 92.73 |
| 2016-12-31 | $33M | 355k | 92.74 |
| 2016-09-30 | $31M | 349k | 88.75 |
| 2016-06-30 | $28M | 370k | 75.77 |
| 2016-03-31 | $28M | 362k | 76.54 |
| 2015-12-31 | $42M | 745k | 56.22 |
| 2015-09-30 | $54M | 820k | 65.34 |
| 2015-06-30 | $68M | 804k | 84.10 |
| 2015-03-31 | $37M | 468k | 80.02 |
| 2014-12-31 | $48M | 524k | 91.53 |
| 2014-09-30 | $16M | 162k | 99.02 |
| 2014-06-30 | $11M | 101k | 108.68 |
| 2014-03-31 | $0 | 96k | 0.00 |