Caterpillar shares owned by Bristlecone Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Bristlecone Advisors
from 13F filings
Historical chart of Bristlecone Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Bristlecone Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $300k | 629 | 477.45 |
| 2025-06-30 | $244k | 629 | 388.15 |
| 2025-03-31 | $354k | 1.1k | 329.91 |
| 2024-12-31 | $401k | 1.1k | 362.71 |
| 2024-09-30 | $432k | 1.1k | 391.24 |
| 2024-06-30 | $368k | 1.1k | 333.04 |
| 2024-03-31 | $405k | 1.1k | 366.54 |
| 2023-12-31 | $341k | 1.2k | 295.62 |
| 2023-09-30 | $337k | 1.2k | 273.03 |
| 2023-06-30 | $276k | 1.1k | 246.16 |
| 2023-03-31 | $248k | 1.1k | 228.79 |
| 2022-12-31 | $286k | 1.2k | 239.59 |
| 2022-06-30 | $221k | 1.2k | 178.37 |
| 2022-03-31 | $238k | 1.1k | 222.43 |
| 2021-12-31 | $211k | 1.0k | 207.07 |
| 2021-09-30 | $220k | 1.1k | 192.31 |
| 2021-06-30 | $238k | 1.1k | 217.95 |
| 2021-03-31 | $253k | 1.1k | 231.69 |
| 2019-12-31 | $212k | 1.4k | 147.63 |
| 2019-09-30 | $285k | 2.3k | 126.33 |
| 2019-06-30 | $628k | 4.6k | 136.37 |
| 2018-12-31 | $767k | 6.0k | 127.01 |
| 2018-09-30 | $912k | 6.0k | 152.53 |