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Caterpillar shares owned by Strategic Equity Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Strategic Equity Management from 13F filings

Historical chart of Strategic Equity Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Strategic Equity Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Strategic Equity Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $590k 1.5k 391.12
2024-06-30 $503k 1.5k 333.10
2024-03-31 $551k 1.5k 366.43
2023-12-31 $443k 1.5k 295.67
2023-09-30 $407k 1.5k 273.00
2023-06-30 $365k 1.5k 246.05
2023-03-31 $338k 1.5k 228.84
2022-12-31 $352k 1.5k 239.56
2022-09-30 $240k 1.5k 164.16
2022-06-30 $260k 1.5k 179.06
2022-03-31 $322k 1.4k 222.84
2021-12-31 $297k 1.4k 206.54
2021-09-30 $275k 1.4k 192.31
2021-06-30 $310k 1.4k 217.85
2021-03-31 $327k 1.4k 231.75
2020-12-31 $257k 1.4k 182.14