Caterpillar shares owned by Bright Futures Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Bright Futures Wealth Management
from 13F filings
Historical chart of Bright Futures Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Bright Futures Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $227k | 213 | 1066.19 |
| 2024-09-30 | $877k | 2.3k | 379.19 |
| 2024-06-30 | $702k | 2.2k | 320.81 |
| 2024-03-31 | $717k | 2.2k | 327.40 |
More positions owned by Bright Futures Wealth Management
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