Caterpillar shares owned by Baker Avenue Asset Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Baker Avenue Asset Management
from 13F filings
Historical chart of Baker Avenue Asset Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Baker Avenue Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25M | 53k | 477.15 |
| 2025-06-30 | $21M | 53k | 388.21 |
| 2025-03-31 | $17M | 52k | 329.80 |
| 2024-12-31 | $19M | 52k | 362.76 |
| 2024-09-30 | $20M | 51k | 391.12 |
| 2024-03-31 | $24M | 64k | 366.43 |
| 2023-12-31 | $19M | 65k | 295.67 |
| 2023-09-30 | $17M | 62k | 273.00 |
| 2023-06-30 | $16M | 65k | 246.05 |
| 2023-03-31 | $16M | 68k | 228.84 |
| 2022-12-31 | $17M | 69k | 239.56 |
| 2022-09-30 | $12M | 70k | 164.08 |
| 2022-06-30 | $10M | 59k | 178.75 |
| 2022-03-31 | $10M | 46k | 222.83 |
| 2021-12-31 | $708k | 3.4k | 206.84 |
| 2019-09-30 | $294k | 2.3k | 126.23 |
| 2019-06-30 | $2.3M | 17k | 136.27 |
| 2019-03-31 | $9.0M | 66k | 135.49 |
| 2018-12-31 | $9.9M | 78k | 127.08 |
| 2018-09-30 | $1.9M | 12k | 152.52 |
| 2018-06-30 | $1.6M | 12k | 135.67 |
| 2018-03-31 | $1.5M | 10k | 147.34 |
| 2017-12-31 | $1.6M | 10k | 157.63 |
| 2017-09-30 | $1.2M | 9.8k | 124.69 |
| 2017-06-30 | $965k | 9.0k | 107.41 |
| 2017-03-31 | $779k | 8.4k | 92.75 |
| 2014-09-30 | $2.2M | 22k | 99.02 |
| 2014-06-30 | $2.0M | 18k | 108.67 |
| 2014-03-31 | $1.6M | 16k | 99.36 |
| 2013-12-31 | $1.7M | 19k | 90.83 |
| 2013-09-30 | $1.2M | 15k | 83.39 |
| 2013-06-30 | $993k | 12k | 82.51 |
| 2013-03-31 | $786k | 9.0k | 86.93 |
More positions owned by Baker Avenue Asset Management
View all positions for Baker Avenue Asset Management