Caterpillar shares owned by Bp Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Bp Wealth Management
from 13F filings
Historical chart of Bp Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Bp Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Bp Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 3.3k | 477.15 |
| 2025-06-30 | $1.3M | 3.4k | 388.21 |
| 2024-12-31 | $2.5M | 7.0k | 362.76 |
| 2024-06-30 | $2.5M | 7.4k | 333.10 |
| 2024-03-31 | $3.3M | 8.9k | 366.43 |
| 2023-12-31 | $2.6M | 8.9k | 295.70 |
| 2023-09-30 | $2.5M | 9.0k | 272.99 |
| 2023-06-30 | $2.2M | 9.0k | 246.06 |
| 2023-03-31 | $2.1M | 9.1k | 228.84 |
| 2022-12-31 | $2.3M | 9.6k | 239.55 |
| 2022-09-30 | $1.4M | 8.7k | 164.11 |
| 2022-06-30 | $1.1M | 6.3k | 178.81 |
| 2022-03-31 | $1.4M | 6.5k | 222.75 |
| 2021-12-31 | $1.3M | 6.2k | 206.65 |
| 2021-09-30 | $1.7M | 8.6k | 192.03 |
| 2021-06-30 | $1.7M | 7.7k | 217.61 |
| 2021-03-31 | $1.8M | 7.9k | 231.83 |
| 2020-12-31 | $1.3M | 7.0k | 182.00 |
| 2020-09-30 | $904k | 6.1k | 149.24 |
| 2020-06-30 | $762k | 6.0k | 126.43 |
| 2020-03-31 | $735k | 6.3k | 116.10 |
| 2019-12-31 | $907k | 6.1k | 147.74 |
| 2019-09-30 | $782k | 6.2k | 126.33 |
| 2019-06-30 | $811k | 5.9k | 136.33 |
| 2019-03-31 | $806k | 6.0k | 135.42 |
| 2018-12-31 | $789k | 6.2k | 127.09 |
| 2018-09-30 | $2.0M | 13k | 152.46 |
| 2018-06-30 | $1.8M | 13k | 135.68 |
| 2018-03-31 | $2.3M | 15k | 147.41 |
| 2017-12-31 | $2.5M | 16k | 157.58 |
| 2017-09-30 | $2.7M | 21k | 124.69 |
| 2017-06-30 | $2.5M | 23k | 107.45 |
| 2017-03-31 | $1.8M | 20k | 92.75 |
| 2016-12-31 | $1.9M | 20k | 92.75 |
| 2016-09-30 | $1.4M | 19k | 75.80 |
| 2016-06-30 | $1.4M | 19k | 75.80 |
| 2016-03-31 | $1.7M | 23k | 76.56 |
| 2015-12-31 | $1.9M | 27k | 67.95 |
| 2015-09-30 | $2.5M | 38k | 65.35 |
| 2015-06-30 | $4.0M | 47k | 84.83 |
| 2015-03-31 | $3.9M | 49k | 80.03 |
| 2014-12-31 | $4.8M | 53k | 91.53 |