Caterpillar shares owned by Stiles Financial Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Stiles Financial Services
from 13F filings
Historical chart of Stiles Financial Services investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Stiles Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 3.4k | 477.16 |
| 2025-06-30 | $1.2M | 3.2k | 388.23 |
| 2025-03-31 | $1.0M | 3.1k | 329.83 |
| 2024-12-31 | $1.0M | 2.9k | 362.80 |
| 2024-09-30 | $1.1M | 2.7k | 390.92 |
| 2024-06-30 | $875k | 2.6k | 333.35 |
| 2024-03-31 | $961k | 2.6k | 366.46 |
| 2023-12-31 | $788k | 2.7k | 295.54 |
| 2023-09-30 | $756k | 2.8k | 272.95 |
| 2023-06-30 | $720k | 2.9k | 246.05 |
| 2023-03-31 | $686k | 3.0k | 228.83 |
| 2022-12-31 | $803k | 3.4k | 239.59 |
| 2022-09-30 | $601k | 3.7k | 163.98 |
| 2022-06-30 | $665k | 3.7k | 178.81 |
| 2022-03-31 | $826k | 3.7k | 222.88 |
| 2021-12-31 | $745k | 3.6k | 206.71 |
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