Caterpillar shares owned by Bright Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Bright Financial Advisors
from 13F filings
Historical chart of Bright Financial Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Bright Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $438k | 763 | 573.36 |
| 2025-09-30 | $389k | 815 | 476.95 |
| 2025-06-30 | $316k | 815 | 388.05 |
| 2025-03-31 | $269k | 815 | 329.66 |
| 2024-12-31 | $296k | 815 | 362.61 |
| 2024-09-30 | $319k | 815 | 390.96 |
| 2024-06-30 | $230k | 692 | 332.94 |
| 2024-03-31 | $232k | 692 | 335.42 |