Caterpillar shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by BKD Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.7M | 20k | 477.14 |
| 2025-06-30 | $8.0M | 21k | 388.21 |
| 2025-03-31 | $6.8M | 21k | 329.80 |
| 2024-12-31 | $8.0M | 22k | 362.77 |
| 2024-09-30 | $8.9M | 23k | 391.13 |
| 2024-06-30 | $7.1M | 21k | 333.10 |
| 2024-03-31 | $7.8M | 21k | 366.44 |
| 2023-12-31 | $6.4M | 22k | 295.67 |
| 2023-09-30 | $6.1M | 22k | 273.01 |
| 2023-06-30 | $5.8M | 24k | 246.05 |
| 2023-03-31 | $4.3M | 19k | 228.85 |
| 2022-12-31 | $4.6M | 19k | 239.57 |
| 2022-09-30 | $3.3M | 20k | 164.12 |
| 2022-06-30 | $3.7M | 21k | 178.75 |
| 2022-03-31 | $4.5M | 20k | 222.81 |
| 2021-12-31 | $4.1M | 20k | 206.76 |
| 2021-09-30 | $3.8M | 20k | 191.96 |
| 2021-06-30 | $4.3M | 20k | 217.64 |
| 2021-03-31 | $5.0M | 21k | 231.87 |
| 2020-12-31 | $4.3M | 24k | 182.02 |
| 2020-09-30 | $3.2M | 21k | 149.13 |
| 2020-06-30 | $2.8M | 22k | 126.49 |
| 2020-03-31 | $2.7M | 24k | 116.04 |
| 2019-12-31 | $3.6M | 24k | 147.70 |
| 2019-09-30 | $3.1M | 25k | 126.34 |
| 2019-06-30 | $3.3M | 25k | 136.28 |
| 2019-03-31 | $3.3M | 24k | 135.51 |
| 2018-12-31 | $3.3M | 26k | 127.07 |
| 2018-09-30 | $4.0M | 26k | 152.46 |
| 2018-06-30 | $3.5M | 26k | 135.66 |
| 2018-03-31 | $3.9M | 25k | 155.92 |
| 2017-12-31 | $3.6M | 23k | 157.60 |
| 2017-09-30 | $2.9M | 23k | 124.73 |
| 2017-06-30 | $2.6M | 24k | 107.49 |
| 2017-03-31 | $2.1M | 23k | 92.75 |
| 2016-12-31 | $2.2M | 23k | 92.75 |
| 2016-09-30 | $2.1M | 23k | 88.77 |
| 2016-06-30 | $1.8M | 23k | 75.81 |
| 2016-03-31 | $1.7M | 22k | 76.55 |
| 2015-12-31 | $1.4M | 20k | 67.94 |
| 2015-09-30 | $1.4M | 22k | 65.35 |
| 2015-06-30 | $1.8M | 21k | 84.83 |
| 2015-03-31 | $1.9M | 23k | 80.02 |
| 2014-12-31 | $2.0M | 22k | 91.51 |
| 2014-09-30 | $2.2M | 23k | 97.38 |
| 2014-06-30 | $2.5M | 23k | 108.68 |
| 2014-03-31 | $2.4M | 24k | 98.86 |
| 2013-12-31 | $2.2M | 24k | 90.43 |
| 2013-09-30 | $2.1M | 25k | 83.07 |
| 2013-06-30 | $1.9M | 24k | 82.49 |
| 2013-03-31 | $2.1M | 24k | 86.96 |
| 2012-12-31 | $2.1M | 24k | 89.59 |
| 2012-09-30 | $2.1M | 24k | 86.04 |
| 2012-06-30 | $2.1M | 25k | 84.91 |
| 2012-03-31 | $2.6M | 25k | 106.54 |
| 2011-12-31 | $2.2M | 24k | 90.59 |
| 2011-09-30 | $1.9M | 25k | 73.84 |
| 2011-06-30 | $2.9M | 27k | 106.47 |
| 2011-03-31 | $3.2M | 28k | 111.36 |