Caterpillar shares owned by Birchcreek Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Birchcreek Wealth Management
from 13F filings
Historical chart of Birchcreek Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Birchcreek Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $567k | 1.2k | 477.15 |
| 2025-06-30 | $510k | 1.3k | 388.21 |
| 2025-03-31 | $435k | 1.3k | 329.80 |
| 2024-12-31 | $477k | 1.3k | 362.76 |
| 2024-09-30 | $514k | 1.3k | 391.12 |
| 2024-06-30 | $451k | 1.4k | 333.10 |
| 2024-03-31 | $496k | 1.4k | 366.43 |
| 2023-12-31 | $400k | 1.4k | 295.67 |
| 2023-09-30 | $380k | 1.4k | 273.00 |
| 2023-06-30 | $343k | 1.4k | 246.05 |
| 2023-03-31 | $310k | 1.4k | 228.84 |
| 2022-12-31 | $295k | 1.2k | 239.56 |
| 2022-09-30 | $202k | 1.2k | 163.96 |
| 2022-06-30 | $231k | 1.3k | 178.93 |
| 2020-12-31 | $91k | 500 | 182.00 |
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