Caterpillar shares owned by Bailard
Historical chart of Bailard investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Bailard
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.2M | 19k | 477.15 |
| 2025-06-30 | $7.7M | 20k | 388.21 |
| 2025-03-31 | $4.8M | 14k | 329.80 |
| 2024-12-31 | $5.2M | 14k | 362.76 |
| 2024-09-30 | $5.2M | 13k | 391.12 |
| 2024-06-30 | $4.5M | 13k | 333.10 |
| 2024-03-31 | $4.8M | 13k | 366.43 |
| 2023-12-31 | $4.0M | 13k | 295.67 |
| 2023-09-30 | $4.5M | 17k | 273.00 |
| 2023-06-30 | $4.1M | 17k | 246.05 |
| 2023-03-31 | $3.7M | 16k | 228.84 |
| 2022-12-31 | $3.9M | 16k | 239.56 |
| 2022-09-30 | $2.6M | 16k | 164.05 |
| 2022-06-30 | $2.9M | 16k | 178.79 |
| 2022-03-31 | $2.8M | 13k | 222.86 |
| 2021-12-31 | $2.7M | 13k | 206.73 |
| 2021-09-30 | $2.5M | 13k | 191.99 |
| 2021-06-30 | $2.6M | 12k | 217.62 |
| 2021-03-31 | $2.6M | 11k | 231.85 |
| 2020-12-31 | $1.6M | 8.5k | 181.98 |
| 2020-09-30 | $1.2M | 8.0k | 149.16 |
| 2020-06-30 | $998k | 7.9k | 126.49 |
| 2020-03-31 | $307k | 2.6k | 116.11 |
| 2019-12-31 | $396k | 2.7k | 147.71 |
| 2019-09-30 | $410k | 3.2k | 126.35 |
| 2019-06-30 | $456k | 3.3k | 136.32 |
| 2019-03-31 | $379k | 2.8k | 135.60 |
| 2018-12-31 | $343k | 2.7k | 127.08 |
| 2018-09-30 | $428k | 2.8k | 152.48 |
| 2018-06-30 | $354k | 2.6k | 135.53 |
| 2018-03-31 | $324k | 2.2k | 147.34 |
| 2017-12-31 | $347k | 2.2k | 157.80 |
| 2017-09-30 | $314k | 2.5k | 124.65 |
| 2017-06-30 | $317k | 3.0k | 107.38 |
| 2017-03-31 | $274k | 3.0k | 92.82 |
| 2016-12-31 | $343k | 3.7k | 92.65 |
| 2016-09-30 | $342k | 3.9k | 88.79 |
| 2016-06-30 | $205k | 2.7k | 75.79 |
| 2012-06-30 | $291k | 3.4k | 84.99 |
| 2012-03-31 | $251k | 2.4k | 106.72 |
| 2011-06-30 | $220k | 2.1k | 106.59 |