Caterpillar shares owned by Birchbrook
Historical chart of Birchbrook investment in Caterpillar
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All positions including Caterpillar held by Birchbrook consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Birchbrook
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $191k | 400 | 477.15 |
| 2025-06-30 | $155k | 400 | 388.21 |
| 2025-03-31 | $132k | 400 | 329.80 |
| 2024-12-31 | $145k | 400 | 362.76 |
| 2024-09-30 | $156k | 400 | 391.12 |
| 2024-06-30 | $133k | 400 | 333.10 |
| 2024-03-31 | $147k | 400 | 366.43 |
| 2023-12-31 | $118k | 400 | 295.67 |