Caterpillar shares owned by Baltimore-Washington Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Baltimore-Washington Financial Advisors
from 13F filings
Historical chart of Baltimore-Washington Financial Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Baltimore-Washington Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $333k | 697 | 477.24 |
| 2025-06-30 | $236k | 607 | 388.11 |
| 2025-03-31 | $201k | 611 | 329.55 |
| 2024-12-31 | $221k | 610 | 362.89 |
| 2024-09-30 | $239k | 610 | 391.08 |
| 2024-06-30 | $201k | 604 | 333.44 |
| 2020-06-30 | $229k | 114 | 2008.77 |
| 2020-03-31 | $210k | 1.8k | 115.96 |
| 2019-12-31 | $267k | 1.8k | 147.43 |
| 2019-09-30 | $279k | 2.2k | 126.19 |
| 2019-06-30 | $301k | 2.2k | 136.14 |
| 2019-03-31 | $272k | 2.0k | 135.26 |
| 2018-12-31 | $255k | 2.0k | 126.80 |
| 2018-09-30 | $306k | 2.0k | 152.16 |
| 2015-09-30 | $8.0k | 136 | 58.82 |
| 2014-06-30 | $27k | 250 | 108.00 |
| 2013-12-31 | $23k | 250 | 92.00 |
More positions owned by Baltimore-Washington Financial Advisors
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