Caterpillar shares owned by BlueSky Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by BlueSky Wealth Advisors
from 13F filings
Historical chart of BlueSky Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by BlueSky Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $919k | 1.6k | 572.87 |
| 2025-09-30 | $869k | 1.8k | 477.15 |
| 2025-06-30 | $734k | 1.9k | 388.21 |
| 2025-03-31 | $641k | 1.9k | 329.80 |
| 2024-12-31 | $705k | 1.9k | 362.76 |
| 2024-09-30 | $760k | 1.9k | 391.12 |
| 2024-06-30 | $931k | 2.8k | 333.10 |
| 2024-03-31 | $918k | 2.5k | 366.43 |
| 2023-12-31 | $714k | 2.4k | 295.67 |
| 2023-09-30 | $696k | 2.5k | 273.00 |
| 2023-06-30 | $627k | 2.5k | 246.05 |
| 2023-03-31 | $474k | 2.1k | 228.84 |
| 2022-12-31 | $498k | 2.1k | 239.56 |
| 2022-09-30 | $411k | 2.5k | 164.01 |
| 2022-06-30 | $356k | 2.0k | 178.89 |
| 2022-03-31 | $443k | 2.0k | 222.61 |
| 2021-12-31 | $2.8M | 13k | 206.77 |
| 2021-09-30 | $369k | 1.9k | 192.19 |
| 2021-06-30 | $417k | 1.9k | 217.19 |
| 2021-03-31 | $416k | 1.8k | 231.11 |
| 2020-12-31 | $328k | 1.8k | 182.22 |
| 2020-09-30 | $292k | 1.8k | 162.22 |
| 2020-06-30 | $228k | 1.8k | 126.67 |
| 2020-03-31 | $210k | 1.8k | 116.02 |
| 2019-12-31 | $265k | 1.8k | 147.22 |
| 2019-09-30 | $215k | 1.8k | 119.44 |
| 2019-06-30 | $245k | 1.8k | 136.11 |
| 2019-03-31 | $245k | 1.8k | 136.11 |
| 2018-12-31 | $237k | 1.8k | 131.67 |