Caterpillar shares owned by Bragg Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Bragg Financial Advisors
from 13F filings
Historical chart of Bragg Financial Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Bragg Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 6.0k | 477.15 |
| 2025-06-30 | $2.2M | 5.8k | 388.21 |
| 2025-03-31 | $2.0M | 6.0k | 329.80 |
| 2024-12-31 | $2.2M | 6.1k | 362.76 |
| 2024-09-30 | $2.3M | 5.8k | 391.12 |
| 2024-06-30 | $2.0M | 5.9k | 333.10 |
| 2024-03-31 | $2.2M | 6.0k | 366.43 |
| 2023-09-30 | $1.8M | 6.5k | 273.00 |
| 2023-06-30 | $1.6M | 6.6k | 246.05 |
| 2023-03-31 | $1.5M | 6.6k | 228.84 |
| 2022-12-31 | $1.6M | 6.7k | 239.56 |
| 2022-09-30 | $1.1M | 6.9k | 164.02 |
| 2022-06-30 | $1.3M | 7.3k | 178.73 |
| 2022-03-31 | $1.7M | 7.4k | 222.78 |
| 2021-12-31 | $1.5M | 7.9k | 192.00 |
| 2021-09-30 | $1.5M | 7.9k | 192.00 |
| 2021-06-30 | $1.4M | 6.3k | 217.57 |
| 2021-03-31 | $1.5M | 6.4k | 231.80 |
| 2020-12-31 | $1.2M | 6.4k | 181.97 |
| 2020-09-30 | $963k | 6.5k | 149.21 |
| 2020-06-30 | $801k | 6.3k | 126.50 |
| 2020-03-31 | $735k | 6.3k | 116.08 |
| 2019-12-31 | $935k | 6.3k | 147.66 |
| 2019-09-30 | $848k | 6.7k | 126.32 |
| 2019-06-30 | $936k | 6.9k | 136.28 |
| 2019-03-31 | $939k | 6.9k | 135.44 |
| 2018-12-31 | $889k | 7.0k | 127.13 |
| 2018-09-30 | $1.1M | 7.1k | 152.54 |
| 2018-06-30 | $969k | 7.1k | 135.66 |
| 2018-03-31 | $1.1M | 7.2k | 147.41 |
| 2017-12-31 | $1.1M | 7.3k | 157.52 |
| 2017-09-30 | $953k | 7.6k | 124.69 |
| 2017-06-30 | $836k | 7.8k | 107.48 |
| 2017-03-31 | $721k | 7.8k | 92.70 |
| 2016-12-31 | $729k | 7.9k | 92.77 |
| 2016-09-30 | $698k | 7.9k | 88.83 |
| 2016-06-30 | $606k | 8.0k | 75.77 |
| 2016-03-31 | $629k | 8.2k | 76.53 |
| 2015-12-31 | $583k | 8.6k | 68.00 |
| 2015-09-30 | $570k | 8.7k | 65.31 |
| 2015-06-30 | $790k | 9.3k | 84.80 |
| 2015-03-31 | $750k | 9.4k | 80.03 |
| 2014-12-31 | $905k | 9.9k | 91.53 |
| 2014-09-30 | $1.0M | 10k | 99.06 |
| 2014-06-30 | $1.1M | 11k | 108.66 |
| 2014-03-31 | $1.1M | 11k | 99.39 |
| 2013-12-31 | $1.1M | 12k | 90.84 |
| 2013-09-30 | $934k | 11k | 83.40 |
| 2013-06-30 | $949k | 12k | 82.53 |
| 2013-03-31 | $1.0M | 12k | 86.97 |
| 2012-12-31 | $1.1M | 12k | 89.61 |
| 2012-09-30 | $1.1M | 13k | 86.07 |
| 2012-06-30 | $1.1M | 13k | 84.92 |
| 2011-12-31 | $1.3M | 14k | 90.58 |