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Caterpillar shares owned by Bristlecone Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Bristlecone Advisors from 13F filings

Historical chart of Bristlecone Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Bristlecone Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Bristlecone Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $405k 1.1k 366.54
2023-12-31 $341k 1.2k 295.62
2023-09-30 $337k 1.2k 273.03
2023-06-30 $276k 1.1k 246.16
2023-03-31 $248k 1.1k 228.79
2022-12-31 $286k 1.2k 239.59
2022-06-30 $221k 1.2k 178.37
2022-03-31 $238k 1.1k 222.43
2021-12-31 $211k 1.0k 207.07
2021-09-30 $220k 1.1k 192.31
2021-06-30 $238k 1.1k 217.95
2021-03-31 $253k 1.1k 231.69
2019-12-31 $212k 1.4k 147.63
2019-09-30 $285k 2.3k 126.33
2019-06-30 $628k 4.6k 136.37
2018-12-31 $767k 6.0k 127.01
2018-09-30 $912k 6.0k 152.53