Caterpillar shares owned by Brogan Financial
Historical chart of Brogan Financial investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Brogan Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $568k | 1.2k | 477.22 |
| 2025-06-30 | $450k | 1.2k | 388.19 |
| 2025-03-31 | $448k | 1.4k | 329.74 |
| 2024-12-31 | $414k | 1.1k | 362.68 |
| 2024-09-30 | $445k | 1.1k | 390.96 |
| 2024-06-30 | $428k | 1.3k | 333.07 |
| 2024-03-31 | $413k | 1.1k | 366.37 |
| 2023-12-31 | $332k | 1.1k | 295.72 |
| 2023-09-30 | $305k | 1.1k | 273.07 |
| 2023-06-30 | $292k | 1.2k | 245.97 |
| 2023-03-31 | $271k | 1.2k | 228.92 |
| 2022-12-31 | $283k | 1.2k | 239.48 |