Caterpillar shares owned by McBroom & Associates
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by McBroom & Associates
from 13F filings
Historical chart of McBroom & Associates investment in Caterpillar
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Quarterly reported holdings in Caterpillar by McBroom & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $862k | 1.8k | 477.15 |
| 2025-06-30 | $596k | 1.8k | 329.80 |
| 2025-03-31 | $596k | 1.8k | 329.80 |
| 2024-12-31 | $655k | 1.8k | 362.76 |
| 2024-09-30 | $706k | 1.8k | 391.12 |
| 2024-06-30 | $602k | 1.8k | 333.10 |
| 2024-03-31 | $662k | 1.8k | 366.43 |
| 2023-12-31 | $621k | 2.1k | 295.67 |
| 2023-09-30 | $574k | 2.1k | 273.00 |
| 2023-06-30 | $517k | 2.1k | 246.05 |
| 2023-03-31 | $481k | 2.1k | 228.84 |
| 2022-12-31 | $503k | 2.1k | 239.56 |
| 2022-09-30 | $351k | 2.1k | 163.94 |