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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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All positions including Caterpillar held by Stonegate Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Stonegate Investment Group

Quarter filed Position value Share count Share price at filing
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