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Caterpillar shares owned by Broadwater Capital Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Broadwater Capital Management from 13F filings

Historical chart of Broadwater Capital Management investment in Caterpillar

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All positions including Caterpillar held by Broadwater Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Broadwater Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $115k 200 572.87
2025-09-30 $95k 200 477.15
2025-06-30 $78M 78k 1000.00
2025-03-31 $66k 200 329.80
2024-12-31 $73k 200 362.76
2024-09-30 $78k 200 391.12
2024-06-30 $67k 200 333.10
2024-03-31 $73k 200 366.43
2023-12-31 $59k 200 295.67