Caterpillar shares owned by Baker Tilly Financial
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Baker Tilly Financial
from 13F filings
Historical chart of Baker Tilly Financial investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Baker Tilly Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Baker Tilly Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $553k | 1.2k | 477.15 |
| 2025-06-30 | $537k | 1.4k | 388.21 |
| 2025-03-31 | $411k | 1.2k | 329.80 |
| 2024-12-31 | $469k | 1.3k | 362.76 |
| 2024-09-30 | $426k | 1.1k | 391.12 |
| 2024-06-30 | $990k | 3.0k | 333.10 |
| 2024-03-31 | $1.6M | 4.4k | 366.43 |
| 2023-12-31 | $1.4M | 4.7k | 295.67 |
| 2023-09-30 | $1.3M | 4.9k | 273.00 |
| 2023-06-30 | $1.2M | 4.9k | 246.05 |
| 2023-03-31 | $1.1M | 5.0k | 228.84 |
| 2022-12-31 | $1.1M | 4.6k | 239.56 |
| 2022-09-30 | $681k | 4.2k | 164.10 |
| 2022-06-30 | $1.0M | 5.7k | 178.81 |
| 2022-03-31 | $1.3M | 5.7k | 222.90 |
| 2021-12-31 | $1.2M | 5.8k | 206.66 |
| 2021-09-30 | $777k | 4.0k | 191.95 |
| 2021-06-30 | $884k | 4.1k | 217.68 |
| 2021-03-31 | $844k | 3.6k | 231.93 |
| 2020-12-31 | $662k | 3.6k | 182.12 |