Caterpillar shares owned by Brendel Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Brendel Financial Advisors
from 13F filings
Historical chart of Brendel Financial Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Brendel Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 9.3k | 477.15 |
| 2025-06-30 | $3.5M | 9.1k | 388.23 |
| 2024-12-31 | $3.4M | 9.4k | 362.76 |
| 2024-09-30 | $3.9M | 9.9k | 391.15 |
| 2024-06-30 | $3.1M | 9.4k | 333.12 |
| 2023-03-31 | $3.1M | 14k | 228.87 |
More positions owned by Brendel Financial Advisors
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