Caterpillar shares owned by Barnes Dennig Private Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Barnes Dennig Private Wealth Management
from 13F filings
Historical chart of Barnes Dennig Private Wealth Management investment in Caterpillar
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All positions including Caterpillar held by Barnes Dennig Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Barnes Dennig Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.7M | 3.0k | 572.78 |
| 2025-09-30 | $1.4M | 3.0k | 477.20 |
| 2025-06-30 | $1.2M | 3.2k | 388.21 |
| 2025-03-31 | $1.0M | 3.2k | 329.80 |
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