Caterpillar shares owned by Bellevue Asset Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Bellevue Asset Management
from 13F filings
Historical chart of Bellevue Asset Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Bellevue Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $51k | 106 | 478.70 |
| 2025-06-30 | $41k | 106 | 389.46 |
| 2025-03-31 | $35k | 106 | 330.87 |
| 2024-12-31 | $39k | 106 | 363.93 |
| 2024-09-30 | $42k | 106 | 392.39 |
| 2024-06-30 | $35k | 106 | 334.18 |
| 2024-03-31 | $39k | 106 | 366.30 |
| 2023-12-31 | $37k | 125 | 296.91 |
| 2023-09-30 | $34k | 124 | 275.15 |
| 2023-06-30 | $31k | 124 | 247.00 |
| 2023-03-31 | $28k | 123 | 230.50 |
| 2022-12-31 | $29k | 123 | 239.10 |
| 2022-09-30 | $21k | 122 | 172.13 |
| 2022-06-30 | $18k | 102 | 176.47 |
| 2022-03-31 | $23k | 101 | 227.72 |
| 2021-12-31 | $21k | 101 | 207.92 |
| 2021-09-30 | $20k | 100 | 200.00 |
| 2021-06-30 | $22k | 100 | 220.00 |
| 2021-03-31 | $43k | 183 | 234.97 |
| 2020-12-31 | $34k | 183 | 185.79 |
| 2020-09-30 | $27k | 183 | 147.54 |
| 2020-06-30 | $24k | 193 | 124.35 |
| 2020-03-31 | $21k | 185 | 113.51 |