Caterpillar shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 2.5k | 477.08 |
| 2025-06-30 | $937k | 2.4k | 388.15 |
| 2025-03-31 | $800k | 2.4k | 329.74 |
| 2024-12-31 | $1.0M | 2.8k | 362.83 |
| 2024-09-30 | $793k | 2.0k | 391.03 |
| 2024-06-30 | $574k | 1.7k | 333.01 |
| 2024-03-31 | $590k | 1.6k | 366.32 |
| 2023-12-31 | $340k | 1.1k | 295.55 |
| 2023-09-30 | $329k | 1.2k | 273.12 |
| 2023-06-30 | $305k | 1.2k | 245.96 |
| 2023-03-31 | $283k | 1.2k | 228.75 |
| 2022-12-31 | $305k | 1.3k | 239.22 |
| 2022-09-30 | $203k | 1.2k | 163.84 |
| 2022-06-30 | $230k | 1.3k | 178.71 |
| 2022-03-31 | $242k | 1.1k | 222.63 |
| 2021-03-31 | $300k | 1.3k | 232.20 |