Caterpillar shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $372k | 1.0k | 362.69 |
| 2024-09-30 | $401k | 1.0k | 391.29 |
| 2024-06-30 | $341k | 1.0k | 333.12 |
| 2024-03-31 | $523k | 1.4k | 366.36 |
| 2023-12-31 | $422k | 1.4k | 295.74 |
| 2023-09-30 | $390k | 1.4k | 272.97 |
| 2023-06-30 | $351k | 1.4k | 246.12 |
| 2023-03-31 | $353k | 1.5k | 228.95 |
| 2022-12-31 | $373k | 1.6k | 239.52 |
| 2022-09-30 | $274k | 1.7k | 164.47 |
| 2022-06-30 | $275k | 1.5k | 178.46 |
| 2022-03-31 | $343k | 1.5k | 222.87 |
| 2021-12-31 | $316k | 1.5k | 206.94 |
| 2021-09-30 | $293k | 1.5k | 192.01 |
| 2021-06-30 | $332k | 1.5k | 217.70 |
| 2021-03-31 | $353k | 1.5k | 231.78 |
| 2020-12-31 | $277k | 1.5k | 182.00 |
| 2020-09-30 | $227k | 1.5k | 149.24 |
| 2020-06-30 | $192k | 1.5k | 126.32 |
| 2020-03-31 | $176k | 1.5k | 115.94 |
| 2019-12-31 | $905k | 6.1k | 147.76 |
More positions owned by Sugarloaf Wealth Management
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