Caterpillar shares owned by Buckley Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Buckley Wealth Management
from 13F filings
Historical chart of Buckley Wealth Management investment in Caterpillar
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All positions including Caterpillar held by Buckley Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Buckley Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 9.2k | 477.15 |
| 2025-06-30 | $3.6M | 9.2k | 388.21 |
| 2025-03-31 | $3.0M | 9.2k | 329.80 |
| 2024-12-31 | $3.3M | 9.2k | 362.76 |
| 2024-09-30 | $3.7M | 9.3k | 391.12 |
| 2024-06-30 | $3.1M | 9.4k | 333.10 |
| 2024-03-31 | $3.4M | 9.3k | 366.43 |
| 2023-12-31 | $2.8M | 9.4k | 295.67 |
| 2023-09-30 | $2.6M | 9.4k | 273.00 |
| 2023-06-30 | $2.3M | 9.4k | 246.05 |
| 2023-03-31 | $2.2M | 9.5k | 228.84 |
| 2022-12-31 | $2.3M | 9.5k | 239.56 |
| 2022-09-30 | $1.7M | 11k | 164.06 |
| 2022-06-30 | $2.1M | 12k | 178.75 |
| 2022-03-31 | $2.7M | 12k | 222.79 |
| 2021-12-31 | $2.0M | 9.7k | 206.79 |
| 2021-09-30 | $212k | 1.1k | 191.86 |
| 2021-06-30 | $244k | 1.1k | 217.86 |
| 2021-03-31 | $260k | 1.1k | 232.14 |
| 2020-12-31 | $222k | 1.2k | 181.97 |
| 2020-09-30 | $219k | 1.5k | 148.98 |
| 2019-09-30 | $353k | 2.8k | 126.34 |
| 2019-06-30 | $408k | 3.0k | 136.27 |
| 2019-03-31 | $396k | 2.9k | 135.52 |
| 2018-12-31 | $369k | 2.9k | 127.15 |
| 2018-09-30 | $443k | 2.9k | 152.65 |