Caterpillar shares owned by Stratos Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Stratos Wealth Advisors
from 13F filings
Historical chart of Stratos Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Stratos Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 5.8k | 477.16 |
| 2025-06-30 | $2.3M | 5.8k | 388.23 |
| 2025-03-31 | $1.7M | 5.3k | 329.86 |
| 2024-12-31 | $1.8M | 5.0k | 362.82 |
| 2024-09-30 | $2.0M | 5.1k | 391.18 |
| 2024-06-30 | $1.6M | 4.9k | 333.11 |
| 2024-03-31 | $1.5M | 4.0k | 366.48 |
| 2023-12-31 | $1.3M | 4.4k | 295.72 |
| 2023-09-30 | $1.3M | 4.8k | 273.02 |
| 2023-06-30 | $882k | 3.6k | 246.06 |
| 2023-03-31 | $780k | 3.4k | 228.88 |
| 2022-12-31 | $872k | 3.6k | 239.56 |
| 2022-09-30 | $602k | 3.7k | 164.21 |
| 2022-06-30 | $716k | 4.0k | 178.87 |
| 2022-03-31 | $854k | 3.8k | 222.74 |
| 2021-12-31 | $721k | 3.5k | 206.89 |
| 2021-09-30 | $697k | 3.6k | 192.01 |
| 2021-06-30 | $791k | 3.6k | 217.79 |
| 2021-03-31 | $733k | 3.2k | 231.74 |
| 2020-12-31 | $480k | 2.6k | 181.89 |
| 2020-09-30 | $341k | 2.3k | 149.30 |
| 2020-06-30 | $299k | 2.4k | 126.59 |
| 2020-03-31 | $242k | 2.1k | 116.12 |
| 2019-12-31 | $319k | 2.2k | 147.75 |
| 2019-09-30 | $393k | 3.1k | 126.20 |
| 2019-06-30 | $456k | 3.3k | 136.20 |
| 2019-03-31 | $455k | 3.4k | 135.62 |
| 2018-12-31 | $429k | 3.4k | 127.15 |