Caterpillar shares owned by Briaud Financial Planning
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Briaud Financial Planning
from 13F filings
Historical chart of Briaud Financial Planning investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Briaud Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $173k | 446 | 387.89 |
| 2025-03-31 | $147k | 446 | 329.60 |
| 2024-12-31 | $161k | 446 | 360.99 |
| 2024-09-30 | $169k | 433 | 390.30 |
| 2024-06-30 | $144k | 433 | 332.56 |
| 2024-03-31 | $159k | 433 | 367.21 |
| 2023-09-30 | $118k | 433 | 272.52 |