Caterpillar shares owned by Berry Wealth Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Berry Wealth Group
from 13F filings
Historical chart of Berry Wealth Group investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Berry Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Berry Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $292k | 752 | 388.00 |
| 2025-03-31 | $269k | 816 | 329.88 |
More positions owned by Berry Wealth Group
Home Depot (HD)
View all positions for Berry Wealth Group