Caterpillar shares owned by Brady Family Wealth
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Brady Family Wealth
from 13F filings
Historical chart of Brady Family Wealth investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Brady Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 5.9k | 477.18 |
| 2025-06-30 | $2.1M | 5.3k | 388.21 |
| 2025-03-31 | $227k | 689 | 329.80 |
| 2024-12-31 | $250k | 688 | 362.76 |
| 2024-09-30 | $269k | 688 | 391.12 |
| 2024-06-30 | $250k | 749 | 333.10 |
| 2024-03-31 | $291k | 794 | 366.43 |
| 2023-12-31 | $235k | 794 | 295.67 |
| 2023-09-30 | $254k | 929 | 273.00 |
| 2023-06-30 | $229k | 929 | 246.05 |
| 2023-03-31 | $213k | 929 | 228.84 |
| 2022-12-31 | $223k | 929 | 239.56 |