Caterpillar shares owned by Barnes Pettey Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Barnes Pettey Financial Advisors
from 13F filings
Historical chart of Barnes Pettey Financial Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Barnes Pettey Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $329k | 689 | 477.15 |
| 2025-06-30 | $252k | 650 | 388.21 |
| 2025-03-31 | $214k | 650 | 329.80 |
| 2024-12-31 | $236k | 650 | 362.76 |
| 2024-09-30 | $254k | 650 | 391.12 |
| 2024-06-30 | $217k | 650 | 333.10 |
| 2024-03-31 | $238k | 650 | 366.43 |
More positions owned by Barnes Pettey Financial Advisors
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