Caterpillar shares owned by Badgley Phelps Wealth Managers
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Badgley Phelps Wealth Managers
from 13F filings
Historical chart of Badgley Phelps Wealth Managers investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Badgley Phelps Wealth Managers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $26M | 67k | 391.12 |
| 2024-03-31 | $29M | 80k | 366.43 |
| 2023-12-31 | $23M | 79k | 295.67 |
| 2023-09-30 | $20M | 72k | 273.00 |
| 2023-06-30 | $17M | 70k | 246.05 |
| 2023-03-31 | $16M | 69k | 228.84 |
| 2022-12-31 | $16M | 67k | 239.56 |
| 2022-09-30 | $11M | 66k | 164.09 |
| 2022-06-30 | $11M | 64k | 178.77 |
| 2022-03-31 | $14M | 62k | 222.83 |
| 2021-12-31 | $10M | 51k | 206.75 |
| 2021-09-30 | $13M | 65k | 191.97 |
More positions owned by Badgley Phelps Wealth Managers
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