Caterpillar shares owned by Sutton Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Sutton Wealth Advisors
from 13F filings
Historical chart of Sutton Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Sutton Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $848k | 3.1k | 273.00 |
| 2023-06-30 | $754k | 3.1k | 246.05 |
| 2023-03-31 | $728k | 3.2k | 228.84 |
| 2022-12-31 | $1.0M | 4.2k | 239.56 |
| 2022-09-30 | $747k | 4.6k | 164.08 |
| 2022-06-30 | $757k | 4.2k | 178.76 |
| 2022-03-31 | $945k | 4.2k | 222.82 |
| 2021-12-31 | $870k | 4.2k | 206.74 |
| 2021-09-30 | $797k | 4.2k | 191.97 |
| 2021-06-30 | $903k | 4.2k | 217.63 |
| 2021-03-31 | $962k | 4.2k | 231.87 |
| 2020-12-31 | $754k | 4.1k | 182.02 |
| 2020-09-30 | $616k | 4.1k | 149.15 |
| 2020-06-30 | $522k | 4.1k | 126.50 |
| 2020-03-31 | $480k | 4.1k | 116.04 |
| 2019-12-31 | $608k | 4.1k | 147.68 |
| 2019-09-30 | $520k | 4.1k | 126.31 |
| 2019-06-30 | $561k | 4.1k | 136.29 |
| 2019-03-31 | $559k | 4.1k | 135.49 |
| 2018-12-31 | $523k | 4.1k | 127.07 |
| 2018-09-30 | $628k | 4.1k | 152.49 |
| 2018-06-30 | $559k | 4.1k | 135.67 |
| 2018-03-31 | $607k | 4.1k | 147.38 |
| 2017-12-31 | $609k | 3.9k | 157.58 |
| 2017-09-30 | $482k | 3.9k | 124.71 |
| 2017-06-30 | $415k | 3.9k | 107.46 |
| 2017-03-31 | $172k | 1.9k | 92.76 |
| 2016-12-31 | $172k | 1.9k | 92.74 |
| 2016-09-30 | $165k | 1.9k | 88.77 |
| 2016-06-30 | $140k | 1.8k | 75.81 |
| 2016-03-31 | $141k | 1.8k | 76.54 |