Caterpillar shares owned by Breakwater Investment Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Breakwater Investment Management
from 13F filings
Historical chart of Breakwater Investment Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Breakwater Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15k | 32 | 477.16 |
| 2025-06-30 | $12k | 30 | 388.23 |
| 2025-03-31 | $9.9k | 30 | 329.80 |
| 2024-12-31 | $11k | 30 | 362.77 |
| 2024-09-30 | $12k | 30 | 391.13 |
| 2024-06-30 | $10k | 30 | 333.10 |
| 2024-03-31 | $11k | 30 | 366.43 |
More positions owned by Breakwater Investment Management
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