Caterpillar shares owned by Strategic Financial
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Strategic Financial
from 13F filings
Historical chart of Strategic Financial investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Strategic Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $812k | 2.7k | 295.70 |
| 2023-09-30 | $825k | 3.0k | 273.00 |
| 2023-06-30 | $743k | 3.0k | 246.04 |
| 2023-03-31 | $663k | 2.9k | 228.83 |
| 2022-12-31 | $700k | 2.9k | 239.55 |
| 2022-09-30 | $362k | 2.2k | 163.95 |
| 2022-06-30 | $388k | 2.2k | 178.97 |
| 2022-03-31 | $470k | 2.1k | 222.96 |
| 2021-12-31 | $394k | 1.9k | 206.82 |
| 2021-09-30 | $307k | 1.6k | 192.24 |
| 2021-06-30 | $345k | 1.6k | 217.67 |
| 2021-03-31 | $354k | 1.5k | 232.13 |
| 2020-12-31 | $297k | 1.6k | 181.99 |
| 2020-09-30 | $247k | 1.7k | 149.06 |
| 2020-06-30 | $209k | 1.7k | 126.21 |
| 2019-12-31 | $242k | 1.6k | 147.83 |
| 2019-09-30 | $202k | 1.6k | 126.49 |