Caterpillar shares owned by Strategic Financial Concepts
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Strategic Financial Concepts
from 13F filings
Historical chart of Strategic Financial Concepts investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Strategic Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $442k | 926 | 477.15 |
| 2025-06-30 | $359k | 909 | 394.72 |
| 2025-03-31 | $234k | 709 | 329.62 |
| 2024-12-31 | $255k | 702 | 362.59 |
| 2024-09-30 | $245k | 626 | 391.04 |
| 2024-06-30 | $26M | 201k | 129.09 |
| 2024-03-31 | $259k | 706 | 366.17 |
More positions owned by Strategic Financial Concepts
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