Caterpillar shares owned by Stone Point Wealth
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Stone Point Wealth
from 13F filings
Historical chart of Stone Point Wealth investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Stone Point Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 7.0k | 477.15 |
| 2025-06-30 | $2.8M | 7.2k | 388.21 |
| 2025-03-31 | $2.3M | 7.1k | 329.80 |
| 2024-12-31 | $2.4M | 6.8k | 362.76 |
| 2024-09-30 | $2.6M | 6.7k | 391.12 |
| 2024-06-30 | $2.3M | 6.8k | 333.10 |
| 2024-03-31 | $2.5M | 6.9k | 366.43 |
| 2023-12-31 | $2.2M | 7.6k | 295.67 |
| 2023-09-30 | $2.1M | 7.6k | 273.00 |
| 2023-06-30 | $1.9M | 7.8k | 246.05 |
| 2023-03-31 | $1.7M | 7.6k | 228.84 |
| 2022-12-31 | $1.8M | 7.7k | 239.56 |
| 2022-09-30 | $1.2M | 7.6k | 163.98 |
| 2022-06-30 | $1.3M | 7.4k | 178.68 |
| 2022-03-31 | $1.5M | 6.7k | 219.46 |
| 2021-12-31 | $964k | 4.6k | 207.49 |