Caterpillar shares owned by Benedict Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Benedict Financial Advisors
from 13F filings
Historical chart of Benedict Financial Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Benedict Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 5.0k | 477.11 |
| 2025-06-30 | $2.0M | 5.2k | 388.24 |
| 2025-03-31 | $1.7M | 5.1k | 329.81 |
| 2024-12-31 | $1.9M | 5.2k | 362.76 |
| 2024-09-30 | $2.0M | 5.2k | 391.11 |
| 2024-06-30 | $1.9M | 5.8k | 333.08 |
| 2024-03-31 | $2.1M | 5.8k | 366.46 |
| 2023-12-31 | $1.7M | 5.8k | 295.68 |
| 2023-09-30 | $1.6M | 6.0k | 272.99 |
| 2023-06-30 | $1.5M | 6.0k | 246.07 |
| 2023-03-31 | $1.3M | 5.8k | 228.84 |
| 2022-12-31 | $309k | 1.3k | 239.65 |
| 2022-09-30 | $211k | 1.3k | 164.07 |
| 2022-06-30 | $304k | 1.7k | 178.82 |
| 2022-03-31 | $397k | 1.8k | 222.53 |
| 2021-12-31 | $380k | 1.8k | 206.52 |
| 2021-09-30 | $312k | 1.6k | 192.00 |
| 2021-06-30 | $264k | 1.2k | 218.00 |
| 2021-03-31 | $301k | 1.3k | 231.90 |
| 2020-12-31 | $236k | 1.3k | 182.10 |
| 2019-12-31 | $214k | 1.4k | 147.69 |
| 2019-06-30 | $267k | 2.0k | 136.29 |
| 2019-03-31 | $263k | 1.9k | 135.50 |
| 2018-09-30 | $238k | 1.6k | 152.47 |
| 2018-06-30 | $223k | 1.6k | 135.48 |
| 2018-03-31 | $242k | 1.6k | 147.56 |
| 2017-12-31 | $289k | 1.8k | 157.58 |
| 2017-09-30 | $228k | 1.8k | 124.79 |
| 2017-06-30 | $208k | 2.0k | 106.45 |
More positions owned by Benedict Financial Advisors
View all positions for Benedict Financial Advisors