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Caterpillar shares owned by Berkeley Capital Partners

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Berkeley Capital Partners from 13F filings

Historical chart of Berkeley Capital Partners investment in Caterpillar

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All positions including Caterpillar held by Berkeley Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Berkeley Capital Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $258k 541 477.15
2020-06-30 $240k 1.9k 126.58
2020-03-31 $478k 4.1k 115.99

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NVIDIA Corporation (NVDA)

View all positions for Berkeley Capital Partners

Top funds holding Caterpillar

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Capital Research Global Investors
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View all funds holding Caterpillar