Caterpillar shares owned by Bogart Wealth
Historical chart of Bogart Wealth investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Bogart Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $954k | 1.7k | 572.88 |
| 2025-09-30 | $820k | 1.7k | 477.12 |
| 2025-06-30 | $761k | 2.0k | 388.20 |
| 2025-03-31 | $9.6M | 29k | 329.80 |
| 2024-12-31 | $10M | 28k | 362.76 |
| 2024-09-30 | $15M | 37k | 391.12 |
| 2024-06-30 | $13M | 40k | 333.10 |
| 2024-03-31 | $15M | 40k | 366.43 |
| 2023-12-31 | $13M | 45k | 295.67 |
| 2023-09-30 | $13M | 47k | 273.00 |
| 2023-06-30 | $12M | 48k | 246.05 |
| 2023-03-31 | $11M | 47k | 228.84 |
| 2022-12-31 | $11M | 45k | 239.56 |
| 2022-09-30 | $8.2M | 50k | 164.08 |
| 2022-06-30 | $7.5M | 42k | 178.76 |
| 2022-03-31 | $7.8M | 35k | 222.82 |
| 2021-12-31 | $6.3M | 31k | 206.74 |
| 2021-09-30 | $5.5M | 29k | 191.99 |
| 2021-06-30 | $5.2M | 24k | 217.61 |
| 2021-03-31 | $4.9M | 21k | 231.85 |
| 2020-12-31 | $3.9M | 21k | 182.00 |
| 2020-09-30 | $3.0M | 20k | 149.15 |
| 2020-06-30 | $2.6M | 21k | 126.50 |
| 2020-03-31 | $2.4M | 21k | 116.04 |
| 2019-12-31 | $3.1M | 21k | 147.70 |
| 2019-09-30 | $2.6M | 20k | 126.29 |
| 2019-06-30 | $2.7M | 20k | 136.26 |
| 2019-03-31 | $2.4M | 18k | 135.45 |
| 2018-12-31 | $2.1M | 17k | 127.01 |
| 2018-09-30 | $2.4M | 16k | 152.49 |
| 2018-06-30 | $2.1M | 15k | 135.63 |
| 2018-03-31 | $2.3M | 15k | 148.11 |
| 2017-12-31 | $2.3M | 15k | 157.61 |
| 2017-09-30 | $1.8M | 14k | 126.85 |
| 2017-06-30 | $1.5M | 14k | 107.45 |
| 2017-03-31 | $931k | 10k | 92.79 |