Caterpillar shares owned by Stonegate Investment Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Stonegate Investment Group
from 13F filings
Historical chart of Stonegate Investment Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Stonegate Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 23k | 477.15 |
| 2025-06-30 | $3.9M | 10k | 388.21 |
| 2025-03-31 | $2.6M | 8.0k | 329.79 |
| 2024-12-31 | $2.9M | 8.1k | 362.78 |
| 2024-09-30 | $2.6M | 6.6k | 391.10 |
| 2024-06-30 | $2.2M | 6.5k | 333.09 |
| 2024-03-31 | $2.2M | 6.0k | 366.45 |
| 2023-12-31 | $1.8M | 6.0k | 295.69 |
| 2023-09-30 | $1.6M | 6.0k | 273.01 |
| 2023-06-30 | $1.5M | 6.0k | 246.07 |
| 2023-03-31 | $1.3M | 5.8k | 228.84 |
| 2022-12-31 | $1.4M | 5.9k | 239.54 |
| 2022-09-30 | $964k | 5.9k | 164.03 |
| 2022-06-30 | $1.1M | 5.9k | 178.85 |
| 2022-03-31 | $1.1M | 4.9k | 222.86 |
| 2021-12-31 | $934k | 4.5k | 206.68 |
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