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Caterpillar shares owned by Per Stirling Capital Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Per Stirling Capital Management from 13F filings

Historical chart of Per Stirling Capital Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Per Stirling Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Per Stirling Capital Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $238k 871 272.91
2023-06-30 $214k 871 245.95
2023-03-31 $398k 1.7k 228.88
2022-12-31 $204k 853 239.52

More positions owned by Per Stirling Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Global 100 Etf (IOO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Core S&p Us Vlu (IUSV)
American Centy Etf Tr Us Quality Grow (QGRO)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Per Stirling Capital Management

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Northern Trust
FMR
Susquehanna International
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group

View all funds holding Caterpillar