Caterpillar shares owned by Bard Financial Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Bard Financial Services
from 13F filings
Historical chart of Bard Financial Services investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Bard Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 3.0k | 477.15 |
| 2025-06-30 | $1.2M | 3.1k | 388.21 |
| 2025-03-31 | $417k | 1.3k | 329.80 |
| 2024-12-31 | $493k | 1.4k | 362.76 |
| 2024-09-30 | $532k | 1.4k | 391.12 |
| 2024-06-30 | $536k | 1.6k | 333.10 |
| 2024-03-31 | $590k | 1.6k | 366.43 |
| 2023-12-31 | $550k | 1.9k | 295.67 |
| 2023-09-30 | $508k | 1.9k | 273.00 |
| 2023-06-30 | $427k | 1.7k | 246.05 |
| 2023-03-31 | $397k | 1.7k | 228.84 |
| 2022-12-31 | $416k | 1.7k | 239.77 |
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