Caterpillar shares owned by Bellwether Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Bellwether Advisors
from 13F filings
Historical chart of Bellwether Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Bellwether Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 5.0k | 477.15 |
| 2025-06-30 | $54k | 140 | 388.21 |
| 2025-03-31 | $46k | 140 | 329.80 |
| 2024-12-31 | $51k | 140 | 362.76 |
| 2023-03-31 | $15k | 66 | 228.83 |
| 2022-12-31 | $16k | 66 | 239.55 |
| 2022-09-30 | $10k | 66 | 151.52 |
| 2022-06-30 | $11k | 66 | 166.67 |
| 2022-03-31 | $14k | 66 | 212.12 |
| 2021-12-31 | $13k | 66 | 196.97 |
| 2021-09-30 | $12k | 66 | 181.82 |
| 2021-06-30 | $672k | 3.1k | 217.62 |
| 2021-03-31 | $25k | 110 | 227.27 |
| 2020-12-31 | $12k | 68 | 176.47 |