Caterpillar shares owned by Stokes Capital Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Stokes Capital Advisors
from 13F filings
Historical chart of Stokes Capital Advisors investment in Caterpillar
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All positions including Caterpillar held by Stokes Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Stokes Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 11k | 477.15 |
| 2025-06-30 | $4.1M | 11k | 388.21 |
| 2025-03-31 | $3.6M | 11k | 329.80 |
| 2024-03-31 | $299k | 815 | 366.43 |