Caterpillar shares owned by Burkett Financial Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Burkett Financial Services
from 13F filings
Historical chart of Burkett Financial Services investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Burkett Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $36k | 75 | 476.72 |
| 2025-06-30 | $16k | 41 | 386.17 |
| 2025-03-31 | $13k | 41 | 326.76 |
| 2024-12-31 | $15k | 40 | 366.90 |
| 2024-09-30 | $16k | 40 | 394.15 |
| 2024-06-30 | $13k | 40 | 334.30 |
| 2024-03-31 | $15k | 40 | 366.43 |
More positions owned by Burkett Financial Services
View all positions for Burkett Financial Services