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Caterpillar shares owned by Bridgelight Financial Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Bridgelight Financial Advisors from 13F filings

Historical chart of Bridgelight Financial Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Bridgelight Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Bridgelight Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $12M 12k 1064.86
2026-03-31 $12M 16k 708.46
2025-12-31 $9.5M 17k 572.89