Caterpillar shares owned by Bedel Financial Consulting
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Bedel Financial Consulting
from 13F filings
Historical chart of Bedel Financial Consulting investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Bedel Financial Consulting consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Bedel Financial Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $737k | 1.9k | 391.11 |
| 2024-06-30 | $639k | 1.9k | 333.17 |
| 2024-03-31 | $699k | 1.9k | 366.47 |
| 2023-12-31 | $538k | 1.8k | 295.64 |
| 2023-09-30 | $515k | 1.9k | 273.07 |
| 2023-06-30 | $447k | 1.8k | 245.99 |
| 2023-03-31 | $409k | 1.8k | 228.87 |
| 2022-12-31 | $441k | 1.8k | 239.55 |
| 2022-09-30 | $471k | 2.1k | 228.53 |
| 2022-06-30 | $277k | 1.6k | 178.71 |
| 2022-03-31 | $345k | 1.5k | 222.87 |
| 2021-12-31 | $303k | 1.5k | 206.40 |
| 2021-09-30 | $264k | 1.4k | 191.72 |
| 2021-06-30 | $297k | 1.4k | 217.42 |
| 2021-03-31 | $255k | 1.1k | 232.03 |
| 2020-12-31 | $196k | 1.1k | 181.65 |
| 2020-09-30 | $198k | 1.3k | 149.21 |
| 2020-06-30 | $170k | 1.3k | 126.39 |
| 2020-03-31 | $195k | 1.7k | 115.86 |
| 2019-12-31 | $212k | 1.4k | 147.84 |
| 2019-09-30 | $181k | 1.4k | 126.31 |
| 2019-06-30 | $191k | 1.4k | 136.33 |
| 2019-03-31 | $180k | 1.3k | 135.14 |
| 2018-12-31 | $170k | 1.3k | 126.77 |
| 2018-09-30 | $186k | 1.3k | 143.63 |
| 2018-06-30 | $185k | 1.4k | 135.53 |
| 2018-03-31 | $261k | 1.8k | 147.46 |
| 2017-12-31 | $201k | 1.3k | 157.65 |
More positions owned by Bedel Financial Consulting
View all positions for Bedel Financial Consulting