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Caterpillar shares owned by Brogan Financial

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Brogan Financial from 13F filings

Historical chart of Brogan Financial investment in Caterpillar

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All positions including Caterpillar held by Brogan Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Brogan Financial

Quarter filed Position value Share count Share price at filing
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