Caterpillar shares owned by Balyasny Asset Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Balyasny Asset Management
from 13F filings
Historical chart of Balyasny Asset Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Balyasny Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $189M | 397k | 477.15 |
| 2025-06-30 | $166M | 428k | 388.21 |
| 2025-03-31 | $24M | 72k | 329.80 |
| 2024-12-31 | $35M | 96k | 362.76 |
| 2024-09-30 | $27M | 70k | 391.12 |
| 2024-06-30 | $26M | 79k | 333.10 |
| 2024-03-31 | $21M | 57k | 366.43 |
| 2023-12-31 | $51M | 172k | 295.67 |
| 2023-09-30 | $42M | 153k | 273.00 |
| 2023-06-30 | $14M | 58k | 246.05 |
| 2023-03-31 | $13M | 58k | 228.84 |
| 2022-12-31 | $137M | 572k | 239.56 |
| 2022-09-30 | $23M | 139k | 164.00 |
| 2022-06-30 | $6.6M | 37k | 178.75 |
| 2022-03-31 | $579k | 2.6k | 222.69 |
| 2021-12-31 | $22M | 104k | 206.74 |
| 2021-09-30 | $9.6M | 50k | 191.98 |
| 2021-03-31 | $5.8M | 25k | 231.88 |
| 2020-12-31 | $19M | 105k | 182.02 |
| 2020-09-30 | $15M | 103k | 149.15 |
| 2020-06-30 | $25M | 198k | 126.50 |
| 2020-03-31 | $5.8M | 50k | 116.04 |
| 2019-06-30 | $23M | 172k | 133.90 |
| 2019-03-31 | $80M | 594k | 135.49 |
| 2018-12-31 | $84M | 664k | 127.07 |
| 2018-09-30 | $104M | 680k | 152.49 |
| 2018-06-30 | $13M | 92k | 135.67 |
| 2018-03-31 | $8.2M | 56k | 147.38 |
| 2017-12-31 | $99M | 626k | 157.58 |
| 2017-09-30 | $22M | 176k | 124.71 |
| 2017-06-30 | $111M | 1.0M | 107.46 |
| 2017-03-31 | $29M | 317k | 92.76 |
| 2016-12-31 | $70M | 750k | 92.74 |
| 2016-09-30 | $444k | 5.0k | 88.80 |
| 2016-03-31 | $51M | 663k | 76.54 |
| 2015-06-30 | $3.6M | 42k | 84.82 |
| 2015-03-31 | $5.2M | 65k | 80.03 |
| 2014-09-30 | $27M | 275k | 99.03 |
| 2011-12-31 | $11M | 121k | 90.60 |
| 2011-06-30 | $26M | 245k | 106.46 |
| 2011-03-31 | $121k | 1.1k | 110.00 |
| 2010-12-31 | $4.7M | 50k | 93.66 |