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Caterpillar shares owned by Birch Hill Investment Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Birch Hill Investment Advisors from 13F filings

Historical chart of Birch Hill Investment Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Birch Hill Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Birch Hill Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 4.0k 391.12
2024-06-30 $1.3M 4.0k 333.10
2024-03-31 $1.5M 4.0k 366.43
2023-12-31 $1.2M 4.2k 295.67
2023-09-30 $1.2M 4.2k 273.00
2023-06-30 $1.0M 4.2k 246.05
2023-03-31 $964k 4.2k 228.84
2022-12-31 $1.0M 4.2k 239.56
2022-09-30 $691k 4.2k 163.98
2022-06-30 $753k 4.2k 178.69
2022-03-31 $939k 4.2k 222.83
2021-12-31 $871k 4.2k 206.69
2021-09-30 $794k 4.1k 192.07
2021-06-30 $900k 4.1k 217.71
2021-03-31 $964k 4.2k 231.79
2020-12-31 $684k 3.8k 181.96
2020-09-30 $561k 3.8k 149.24
2020-06-30 $476k 3.8k 126.63
2020-03-31 $436k 3.8k 115.99
2019-12-31 $555k 3.8k 147.65
2019-09-30 $475k 3.8k 126.36
2019-06-30 $598k 4.4k 136.28
2019-03-31 $595k 4.4k 135.60
2018-12-31 $558k 4.4k 127.16
2018-09-30 $730k 4.8k 152.46
2018-06-30 $579k 4.3k 135.60
2018-03-31 $629k 4.3k 147.31
2017-12-31 $626k 4.0k 157.52
2017-09-30 $496k 4.0k 124.81
2017-06-30 $427k 4.0k 107.45
2017-03-31 $369k 4.0k 92.85
2016-12-31 $313k 3.4k 92.77
2016-09-30 $300k 3.4k 88.92
2016-06-30 $256k 3.4k 75.87
2016-03-31 $258k 3.4k 76.47
2015-12-31 $229k 3.4k 67.87
2015-09-30 $221k 3.4k 65.50
2015-06-30 $286k 3.4k 84.77
2015-03-31 $270k 3.4k 80.02
2014-12-31 $359k 3.9k 91.49
2014-09-30 $392k 4.0k 99.01
2014-06-30 $367k 3.4k 108.77
2014-03-31 $335k 3.4k 99.29
2013-12-31 $306k 3.4k 90.69
2013-09-30 $281k 3.4k 83.28
2013-06-30 $348k 4.2k 82.39
2013-03-31 $367k 4.2k 86.88
2012-12-31 $396k 4.4k 89.51
2012-09-30 $381k 4.4k 86.12
2012-06-30 $359k 4.2k 84.99
2012-03-31 $450k 4.2k 106.53
2011-12-31 $383k 4.2k 90.67
2011-09-30 $306k 4.2k 73.73
2011-06-30 $261k 2.5k 106.53
2011-03-31 $273k 2.5k 111.43