Caterpillar shares owned by Breakwater Capital Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Breakwater Capital Group
from 13F filings
Historical chart of Breakwater Capital Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Breakwater Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $948k | 2.0k | 477.15 |
| 2025-06-30 | $743k | 1.9k | 388.21 |
| 2025-03-31 | $607k | 1.8k | 329.80 |
| 2024-12-31 | $616k | 1.7k | 362.76 |
| 2024-09-30 | $662k | 1.7k | 391.12 |
| 2024-06-30 | $588k | 1.8k | 333.10 |
| 2024-03-31 | $638k | 1.7k | 366.43 |
| 2023-12-31 | $503k | 1.7k | 288.67 |
| 2023-09-30 | $386k | 1.7k | 231.83 |
| 2023-06-30 | $363k | 1.5k | 246.05 |
| 2023-03-31 | $275k | 1.2k | 228.84 |
| 2022-12-31 | $279k | 1.2k | 239.56 |