Caterpillar shares owned by Sweet Financial Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Sweet Financial Partners
from 13F filings
Historical chart of Sweet Financial Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Sweet Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $637k | 1.6k | 391.24 |
| 2024-06-30 | $542k | 1.6k | 333.01 |
| 2024-03-31 | $596k | 1.6k | 366.41 |
| 2023-12-31 | $480k | 1.6k | 295.67 |
| 2023-09-30 | $443k | 1.6k | 273.08 |
| 2023-06-30 | $515k | 2.1k | 246.05 |
| 2023-03-31 | $708k | 3.1k | 228.84 |
| 2022-12-31 | $750k | 3.1k | 239.56 |
| 2022-09-30 | $514k | 3.1k | 164.16 |
| 2022-06-30 | $560k | 3.1k | 178.86 |
| 2022-03-31 | $700k | 3.1k | 222.79 |
| 2021-12-31 | $625k | 3.0k | 206.89 |