Caterpillar shares owned by Stratos Wealth Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Stratos Wealth Partners
from 13F filings
Historical chart of Stratos Wealth Partners investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Stratos Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Stratos Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.0M | 16k | 366.44 |
| 2023-12-31 | $4.4M | 15k | 295.69 |
| 2023-09-30 | $3.8M | 14k | 273.02 |
| 2023-06-30 | $3.1M | 13k | 246.06 |
| 2023-03-31 | $3.0M | 13k | 228.85 |
| 2022-12-31 | $3.2M | 14k | 239.56 |
| 2022-09-30 | $2.2M | 14k | 164.10 |
| 2022-06-30 | $2.7M | 15k | 178.80 |
| 2022-03-31 | $3.5M | 16k | 222.81 |
| 2021-12-31 | $3.2M | 16k | 206.78 |
| 2021-09-30 | $2.8M | 15k | 192.01 |
| 2021-06-30 | $3.3M | 15k | 217.60 |
| 2021-03-31 | $3.6M | 15k | 231.85 |
| 2020-12-31 | $2.5M | 14k | 182.03 |
| 2020-09-30 | $2.0M | 13k | 149.14 |
| 2020-06-30 | $1.8M | 14k | 126.52 |
| 2020-03-31 | $2.9M | 25k | 116.04 |
| 2019-12-31 | $4.3M | 29k | 147.69 |
| 2019-09-30 | $4.0M | 31k | 126.31 |
| 2019-06-30 | $4.3M | 32k | 136.30 |
| 2019-03-31 | $4.2M | 31k | 135.50 |
| 2018-12-31 | $4.0M | 31k | 127.07 |
| 2018-09-30 | $5.0M | 33k | 152.50 |
| 2018-06-30 | $5.0M | 37k | 135.68 |
| 2018-03-31 | $3.3M | 23k | 147.39 |
| 2017-12-31 | $4.0M | 25k | 157.58 |
| 2017-09-30 | $3.2M | 25k | 124.72 |
| 2017-06-30 | $2.2M | 21k | 107.45 |
| 2017-03-31 | $1.8M | 19k | 92.75 |
| 2016-12-31 | $1.7M | 19k | 92.73 |
| 2016-09-30 | $1.6M | 18k | 88.75 |
| 2016-06-30 | $1.3M | 17k | 75.78 |
| 2016-03-31 | $1.2M | 15k | 76.54 |
| 2015-12-31 | $958k | 14k | 67.94 |
| 2015-09-30 | $483k | 7.4k | 65.39 |
| 2015-06-30 | $989k | 12k | 84.80 |
| 2015-03-31 | $542k | 6.8k | 80.02 |
| 2014-12-31 | $695k | 7.6k | 91.50 |
| 2014-09-30 | $645k | 6.5k | 99.15 |
| 2014-06-30 | $741k | 6.8k | 108.65 |