Caterpillar shares owned by Bay Harbor Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Bay Harbor Wealth Management
from 13F filings
Historical chart of Bay Harbor Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Bay Harbor Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12k | 25 | 477.12 |
| 2025-06-30 | $7.8k | 20 | 388.20 |
| 2025-03-31 | $3.6k | 11 | 329.73 |
| 2024-12-31 | $94k | 260 | 362.76 |
| 2024-09-30 | $98k | 251 | 391.12 |
| 2024-06-30 | $87k | 262 | 333.10 |
| 2024-03-31 | $96k | 262 | 366.43 |
| 2023-12-31 | $78k | 262 | 295.67 |
| 2023-09-30 | $72k | 262 | 273.00 |
| 2020-12-31 | $19k | 104 | 182.69 |
| 2020-09-30 | $10k | 64 | 156.25 |
| 2020-06-30 | $8.0k | 64 | 125.00 |
| 2020-03-31 | $9.0k | 74 | 121.62 |
| 2019-12-31 | $8.0k | 54 | 148.15 |
| 2019-09-30 | $6.0k | 54 | 111.11 |
| 2019-06-30 | $7.0k | 54 | 129.63 |
| 2019-03-31 | $16k | 118 | 135.59 |
| 2018-12-31 | $49k | 387 | 126.61 |
More positions owned by Bay Harbor Wealth Management
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