Caterpillar shares owned by Bernard Wealth Management Corp.
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Bernard Wealth Management Corp.
from 13F filings
Historical chart of Bernard Wealth Management Corp. investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Bernard Wealth Management Corp. consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Bernard Wealth Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.4M | 6.0k | 572.89 |
| 2025-09-30 | $2.8M | 5.9k | 477.19 |
| 2025-06-30 | $2.3M | 5.8k | 388.24 |
| 2025-03-31 | $2.8M | 8.4k | 329.81 |
| 2024-12-31 | $3.0M | 8.3k | 362.76 |
More positions owned by Bernard Wealth Management Corp.
View all positions for Bernard Wealth Management Corp.