Caterpillar shares owned by Berger Financial Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 3.1k | 477.12 |
| 2025-06-30 | $1.3M | 3.3k | 388.22 |
| 2025-03-31 | $1.2M | 3.5k | 329.78 |
| 2024-12-31 | $1.4M | 3.9k | 362.72 |
| 2024-09-30 | $1.5M | 3.8k | 391.09 |
| 2024-03-31 | $1.4M | 3.7k | 366.45 |
| 2023-12-31 | $577k | 2.0k | 295.66 |
| 2023-09-30 | $560k | 2.1k | 272.96 |
| 2023-06-30 | $513k | 2.1k | 246.02 |
| 2023-03-31 | $491k | 2.1k | 228.84 |
| 2022-12-31 | $513k | 2.1k | 239.61 |
| 2022-09-30 | $357k | 2.2k | 163.84 |
| 2022-06-30 | $406k | 2.3k | 178.62 |
| 2022-03-31 | $465k | 2.1k | 222.91 |
| 2021-12-31 | $386k | 1.9k | 206.53 |
| 2021-09-30 | $255k | 1.3k | 192.31 |
| 2021-06-30 | $289k | 1.3k | 217.95 |
| 2021-03-31 | $304k | 1.3k | 231.88 |
| 2020-12-31 | $220k | 1.2k | 182.42 |