Caterpillar shares owned by Bell Investment Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Bell Investment Advisors
from 13F filings
Historical chart of Bell Investment Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Bell Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $175k | 366 | 477.15 |
| 2025-06-30 | $143k | 368 | 388.21 |
| 2025-03-31 | $125k | 379 | 329.80 |
| 2024-12-31 | $135k | 372 | 362.76 |
| 2024-09-30 | $144k | 368 | 391.12 |
| 2024-03-31 | $137k | 374 | 366.43 |
| 2023-12-31 | $104k | 350 | 295.67 |
| 2023-09-30 | $98k | 357 | 273.00 |
| 2023-06-30 | $88k | 358 | 246.05 |
| 2023-03-31 | $80k | 350 | 228.84 |
| 2022-12-31 | $86k | 357 | 239.56 |
| 2022-09-30 | $42k | 254 | 165.35 |
| 2022-06-30 | $50k | 277 | 180.51 |
| 2021-12-31 | $55k | 264 | 208.33 |
| 2021-09-30 | $40k | 206 | 194.17 |