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Caterpillar shares owned by Sunbelt Securities

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Sunbelt Securities from 13F filings

Historical chart of Sunbelt Securities investment in Caterpillar

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All positions including Caterpillar held by Sunbelt Securities consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Sunbelt Securities

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 3.7k 391.13
2024-06-30 $1.3M 3.9k 333.11
2024-03-31 $1.4M 3.9k 366.43
2023-12-31 $1.1M 3.7k 295.69
2023-09-30 $1.0M 3.7k 273.02
2023-06-30 $666k 2.7k 246.02
2023-03-31 $604k 2.7k 224.52
2022-12-31 $516k 2.2k 239.57
2022-09-30 $353k 2.2k 164.03
2022-06-30 $385k 2.2k 178.90
2022-03-31 $440k 2.0k 222.78
2021-12-31 $519k 2.6k 201.71
2021-09-30 $429k 2.1k 207.95
2021-06-30 $429k 2.1k 207.95
2021-03-31 $478k 2.1k 231.70
2020-12-31 $571k 3.1k 182.08
2020-09-30 $241k 1.6k 149.04
2020-06-30 $240k 1.9k 126.25
2020-03-31 $221k 1.9k 116.25
2019-12-31 $696k 19k 36.92
2019-09-30 $2.1M 17k 126.29
2015-09-30 $979 15 65.33
2015-06-30 $1.3k 15 84.80
2015-03-31 $1.2k 15 80.00