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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Quarterly reported holdings in Caterpillar by Brightwater Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $292k | 610 | 477.79 |
| 2025-06-30 | $237k | 609 | 388.30 |
| 2024-12-31 | $305k | 840 | 362.96 |
| 2024-09-30 | $328k | 839 | 391.02 |
| 2024-06-30 | $279k | 837 | 333.07 |
| 2024-03-31 | $306k | 835 | 366.56 |