Caterpillar shares owned by Beverly Hills Private Wealth
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Beverly Hills Private Wealth
from 13F filings
Historical chart of Beverly Hills Private Wealth investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Beverly Hills Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 2.3k | 477.07 |
| 2025-06-30 | $980k | 2.5k | 388.17 |
| 2025-03-31 | $835k | 2.5k | 329.81 |
| 2024-12-31 | $889k | 2.5k | 362.76 |
| 2024-09-30 | $954k | 2.4k | 391.12 |
| 2024-03-31 | $830k | 2.3k | 366.49 |
| 2023-12-31 | $667k | 2.3k | 295.68 |
| 2023-09-30 | $629k | 2.3k | 272.95 |
| 2023-06-30 | $654k | 2.4k | 276.46 |
| 2023-03-31 | $495k | 2.2k | 228.84 |
More positions owned by Beverly Hills Private Wealth
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