Caterpillar shares owned by Bleakley Financial Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Bleakley Financial Group
from 13F filings
Historical chart of Bleakley Financial Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Bleakley Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 21k | 477.14 |
| 2025-06-30 | $8.2M | 21k | 388.21 |
| 2025-03-31 | $6.5M | 20k | 329.80 |
| 2024-12-31 | $7.0M | 19k | 362.76 |
| 2024-09-30 | $7.5M | 19k | 391.13 |
| 2024-06-30 | $6.3M | 19k | 333.10 |
| 2024-03-31 | $6.9M | 19k | 366.42 |
| 2023-12-31 | $5.5M | 19k | 295.67 |
| 2023-09-30 | $5.0M | 18k | 272.99 |
| 2023-06-30 | $4.9M | 20k | 246.04 |
| 2023-03-31 | $4.6M | 20k | 228.84 |
| 2022-12-31 | $4.6M | 19k | 239.56 |