Caterpillar shares owned by Strategic Investment Advisors / MI
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Strategic Investment Advisors / MI
from 13F filings
Historical chart of Strategic Investment Advisors / MI investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Strategic Investment Advisors / MI
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $857k | 1.8k | 477.20 |
| 2025-06-30 | $705k | 1.8k | 388.24 |
| 2025-03-31 | $559k | 1.7k | 329.82 |
| 2024-12-31 | $1.5M | 4.3k | 362.75 |
| 2024-09-30 | $1.7M | 4.4k | 391.10 |
| 2024-06-30 | $1.5M | 4.5k | 333.06 |
| 2024-03-31 | $1.7M | 4.5k | 366.46 |
| 2023-12-31 | $1.8M | 6.3k | 295.68 |
| 2023-09-30 | $2.3M | 8.4k | 273.00 |
More positions owned by Strategic Investment Advisors / MI
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