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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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All positions including Caterpillar held by Stokes Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Stokes Family Office

Quarter filed Position value Share count Share price at filing
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