Caterpillar shares owned by Stokes Family Office
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Stokes Family Office
from 13F filings
Historical chart of Stokes Family Office investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Stokes Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $792k | 1.7k | 477.15 |
| 2025-06-30 | $638k | 1.6k | 388.21 |
| 2025-03-31 | $550k | 1.7k | 329.80 |
| 2024-12-31 | $587k | 1.6k | 362.76 |
| 2024-09-30 | $671k | 1.7k | 391.12 |
| 2024-06-30 | $615k | 1.8k | 333.10 |
| 2024-03-31 | $650k | 1.8k | 366.43 |
| 2023-12-31 | $444k | 1.5k | 295.67 |
| 2023-09-30 | $552k | 2.0k | 273.00 |
| 2023-06-30 | $398k | 1.6k | 246.05 |
| 2023-03-31 | $357k | 1.6k | 228.84 |
| 2022-12-31 | $389k | 1.6k | 239.56 |
| 2022-09-30 | $264k | 1.6k | 164.08 |
| 2022-06-30 | $337k | 1.9k | 178.59 |
| 2022-03-31 | $388k | 1.7k | 222.73 |
| 2021-12-31 | $396k | 1.9k | 206.90 |
| 2021-09-30 | $333k | 1.7k | 191.82 |
| 2021-06-30 | $378k | 1.7k | 217.62 |
| 2021-03-31 | $384k | 1.7k | 232.16 |
| 2020-12-31 | $386k | 2.1k | 182.25 |
| 2020-09-30 | $310k | 2.1k | 149.25 |
| 2020-06-30 | $275k | 2.2k | 126.44 |
| 2020-03-31 | $550k | 4.7k | 116.01 |
| 2019-12-31 | $1.0M | 6.6k | 152.13 |