Caterpillar shares owned by Brightwater Advisory
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Brightwater Advisory
from 13F filings
Historical chart of Brightwater Advisory investment in Caterpillar
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All positions including Caterpillar held by Brightwater Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Brightwater Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $328k | 839 | 391.02 |
| 2024-06-30 | $279k | 837 | 333.07 |
| 2024-03-31 | $306k | 835 | 366.56 |