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Caterpillar shares owned by Bard Associates

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Bard Associates from 13F filings

Historical chart of Bard Associates investment in Caterpillar

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All positions including Caterpillar held by Bard Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Bard Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $7.5k 7 1065.00

More positions owned by Bard Associates

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Pfd And Incm Sec (PFF)
Coherent Corp (COHR)
Flaherty & Crumrine/Claymore Preferred S (FFC)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Aehr Test Systems (AEHR)
Ishares Tr Residential Mult (REZ)
Vanguard Index Fds Real Estate Etf (VNQ)
Mamamancini's Holdings (MAMA)
Amplitech Group Com New (AMPG)
Oil-Dri Corporation of America (ODC)
One Stop Systems (OSS)
Alps Etf Tr Alerian Mlp (AMLP)
Kayne Anderson MLP Investment (KYN)
Tortoise Energy Infrastructure closed end funds (TYG)

View all positions for Bard Associates

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