Caterpillar shares owned by Stoneridge Investment Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Stoneridge Investment Partners
from 13F filings
Historical chart of Stoneridge Investment Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Stoneridge Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.2M | 7.5k | 295.61 |
| 2023-09-30 | $2.0M | 7.5k | 272.93 |
| 2023-06-30 | $3.1M | 13k | 246.07 |
| 2023-03-31 | $2.8M | 12k | 228.88 |
| 2022-12-31 | $3.1M | 13k | 239.58 |
| 2022-09-30 | $2.7M | 17k | 164.11 |
| 2022-06-30 | $2.7M | 15k | 178.73 |
| 2022-03-31 | $3.4M | 15k | 222.82 |
| 2021-12-31 | $2.9M | 14k | 206.74 |
| 2021-09-30 | $1.3M | 7.0k | 191.97 |
| 2021-06-30 | $1.6M | 7.2k | 217.56 |
| 2020-09-30 | $1.8M | 12k | 149.16 |
| 2020-06-30 | $4.0M | 31k | 126.49 |
| 2020-03-31 | $4.1M | 35k | 116.03 |
| 2019-12-31 | $2.0M | 14k | 147.68 |
| 2019-09-30 | $5.1M | 41k | 126.31 |
| 2019-06-30 | $4.1M | 30k | 136.29 |
| 2019-03-31 | $4.3M | 32k | 135.47 |
| 2018-12-31 | $3.0M | 24k | 127.05 |
| 2012-12-31 | $3.3M | 37k | 89.62 |
| 2012-09-30 | $2.4M | 28k | 86.05 |
| 2012-06-30 | $2.3M | 28k | 84.92 |
| 2012-03-31 | $2.9M | 27k | 106.52 |
| 2011-12-31 | $3.6M | 40k | 90.60 |
| 2011-09-30 | $2.4M | 32k | 73.84 |
| 2011-06-30 | $3.5M | 32k | 106.46 |
| 2011-03-31 | $3.5M | 31k | 111.35 |
More positions owned by Stoneridge Investment Partners
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