Caterpillar shares owned by Bnc Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Bnc Wealth Management
from 13F filings
Historical chart of Bnc Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Bnc Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $7.2M | 13k | 572.85 |
| 2025-09-30 | $5.9M | 12k | 477.15 |
| 2025-06-30 | $4.4M | 11k | 388.22 |
| 2025-03-31 | $3.6M | 11k | 329.81 |
| 2024-12-31 | $3.8M | 11k | 362.75 |
| 2024-09-30 | $3.9M | 10k | 391.12 |
| 2024-06-30 | $3.1M | 9.3k | 333.11 |
| 2024-03-31 | $2.7M | 7.4k | 366.41 |
| 2023-12-31 | $2.1M | 7.1k | 295.67 |
| 2023-09-30 | $429k | 1.6k | 273.04 |
| 2023-06-30 | $391k | 1.6k | 245.98 |
| 2023-03-31 | $374k | 1.6k | 228.80 |
| 2022-12-31 | $391k | 1.6k | 239.57 |
| 2022-09-30 | $270k | 1.6k | 163.84 |
| 2022-06-30 | $289k | 1.6k | 178.95 |
| 2022-03-31 | $345k | 1.5k | 222.87 |
| 2021-12-31 | $305k | 1.5k | 206.92 |
| 2020-09-30 | $101k | 675 | 149.63 |