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Caterpillar shares owned by Sweeney & Michel

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Sweeney & Michel from 13F filings

Historical chart of Sweeney & Michel investment in Caterpillar

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All positions including Caterpillar held by Sweeney & Michel consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Sweeney & Michel

Quarter filed Position value Share count Share price at filing
2024-09-30 $604k 1.5k 393.78
2024-06-30 $499k 1.5k 326.14
2024-03-31 $512k 1.4k 358.07
2023-09-30 $312k 1.3k 234.90
2023-06-30 $376k 1.3k 282.88
2023-03-31 $301k 1.3k 226.67