Caterpillar shares owned by Broadleaf Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Broadleaf Partners
from 13F filings
Historical chart of Broadleaf Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Broadleaf Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $353k | 740 | 477.15 |
| 2025-06-30 | $287k | 740 | 388.21 |
| 2025-03-31 | $244k | 740 | 329.80 |
| 2024-12-31 | $268k | 740 | 362.76 |
| 2024-09-30 | $297k | 760 | 391.12 |
| 2024-06-30 | $253k | 760 | 333.10 |
| 2024-03-31 | $279k | 760 | 366.43 |
| 2023-09-30 | $208k | 760 | 273.00 |
| 2018-09-30 | $1.4M | 9.2k | 152.54 |
| 2018-06-30 | $2.9M | 22k | 135.65 |
| 2018-03-31 | $2.5M | 17k | 147.36 |
| 2017-12-31 | $2.7M | 17k | 157.55 |