Caterpillar shares owned by Bartlett & Co. Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Bartlett & Co. Wealth Management
from 13F filings
Historical chart of Bartlett & Co. Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Bartlett & Co. Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 5.6k | 477.11 |
| 2025-06-30 | $2.1M | 5.4k | 388.21 |
| 2025-03-31 | $2.0M | 5.9k | 329.80 |
| 2024-12-31 | $2.2M | 6.1k | 362.76 |
| 2024-09-30 | $2.4M | 6.1k | 391.12 |
| 2024-06-30 | $2.5M | 7.4k | 333.10 |
| 2024-03-31 | $1.9M | 5.1k | 366.45 |
| 2023-12-31 | $1.5M | 5.0k | 296.88 |
| 2023-09-30 | $1.5M | 5.5k | 273.00 |
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