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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

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Strategic Investment Advisors / MI consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Strategic Investment Advisors / MI

Quarter filed Position value Share count Share price at filing
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