Caterpillar shares owned by Berman Capital Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Berman Capital Advisors
from 13F filings
Historical chart of Berman Capital Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Berman Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $629k | 3.3k | 191.98 |
| 2021-06-30 | $652k | 3.0k | 217.15 |
| 2021-03-31 | $606k | 2.6k | 231.90 |
| 2020-12-31 | $417k | 2.3k | 181.25 |
| 2020-09-30 | $0 | 2.1k | 0.00 |
| 2020-06-30 | $59k | 480 | 123.46 |
| 2020-03-31 | $0 | 553 | 0.00 |
| 2019-12-31 | $54k | 368 | 146.74 |
| 2019-09-30 | $43k | 344 | 125.00 |
| 2019-06-30 | $70k | 578 | 121.21 |
| 2019-03-31 | $100k | 743 | 134.59 |
| 2018-12-31 | $59k | 493 | 120.00 |