Birch Hill Investment Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Birch Hill Investment Advisors

Quarter filed Position value Share count Share price at filing
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