Caterpillar shares owned by Sumitomo Mitsui Financial
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Sumitomo Mitsui Financial
from 13F filings
Historical chart of Sumitomo Mitsui Financial investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Sumitomo Mitsui Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $104k | 221 | 471.61 |
| 2022-03-31 | $130k | 584 | 222.60 |
| 2021-12-31 | $48k | 232 | 206.90 |
| 2019-03-31 | $35k | 261 | 134.10 |
| 2018-12-31 | $363k | 2.9k | 126.83 |
| 2018-06-30 | $59k | 435 | 135.63 |
| 2017-03-31 | $68k | 730 | 93.15 |