Caterpillar shares owned by BCS Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by BCS Wealth Management
from 13F filings
Historical chart of BCS Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by BCS Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $993k | 2.1k | 477.26 |
| 2025-06-30 | $945k | 2.4k | 388.09 |
| 2025-03-31 | $691k | 2.1k | 329.68 |
| 2024-12-31 | $760k | 2.1k | 362.94 |
| 2024-03-31 | $574k | 1.6k | 366.54 |
| 2023-12-31 | $463k | 1.6k | 295.66 |
| 2023-09-30 | $428k | 1.6k | 273.31 |
| 2022-06-30 | $264k | 1.5k | 178.86 |
| 2021-12-31 | $288k | 1.4k | 206.45 |