Caterpillar shares owned by Sound Income Strategies
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Sound Income Strategies
from 13F filings
Historical chart of Sound Income Strategies investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Sound Income Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $696k | 1.9k | 366.42 |
| 2023-12-31 | $419k | 1.4k | 295.75 |
| 2023-09-30 | $339k | 1.2k | 273.02 |
| 2023-06-30 | $305k | 1.2k | 246.06 |
| 2023-03-31 | $284k | 1.2k | 228.85 |
| 2022-12-31 | $307k | 1.3k | 239.56 |
| 2022-09-30 | $113k | 686 | 164.72 |
| 2022-06-30 | $123k | 688 | 178.78 |
| 2022-03-31 | $153k | 688 | 222.38 |
| 2021-12-31 | $141k | 683 | 206.44 |
| 2021-09-30 | $129k | 672 | 191.96 |
| 2021-06-30 | $147k | 676 | 217.46 |
| 2021-03-31 | $168k | 724 | 231.87 |
| 2020-12-31 | $43k | 237 | 181.43 |
| 2020-09-30 | $35k | 237 | 147.68 |
| 2020-06-30 | $30k | 237 | 126.58 |
| 2020-03-31 | $27k | 236 | 114.41 |
| 2019-12-31 | $45k | 308 | 146.10 |
| 2019-09-30 | $46k | 365 | 126.03 |
| 2019-06-30 | $52k | 378 | 137.57 |
| 2019-03-31 | $41k | 306 | 133.99 |
| 2018-12-31 | $101k | 665 | 151.88 |
| 2018-09-30 | $32k | 236 | 135.59 |
| 2018-06-30 | $32k | 236 | 135.59 |
| 2018-03-31 | $34k | 234 | 145.30 |
| 2017-12-31 | $40k | 259 | 154.44 |