Caterpillar shares owned by Burling Wealth Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Burling Wealth Partners
from 13F filings
Historical chart of Burling Wealth Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Burling Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $415k | 870 | 477.15 |
| 2025-06-30 | $338k | 870 | 388.21 |
| 2025-03-31 | $320k | 970 | 329.80 |