Caterpillar shares owned by Richard Bernstein Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Richard Bernstein Advisors
from 13F filings
Historical chart of Richard Bernstein Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Richard Bernstein Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 5.5k | 477.15 |
| 2025-06-30 | $5.2M | 13k | 388.21 |
| 2025-03-31 | $4.8M | 15k | 329.80 |
| 2024-12-31 | $5.5M | 15k | 362.76 |
| 2024-09-30 | $5.9M | 15k | 391.12 |
| 2024-06-30 | $5.0M | 15k | 333.10 |
| 2024-03-31 | $5.5M | 15k | 366.43 |
| 2023-09-30 | $4.1M | 15k | 273.00 |
| 2023-06-30 | $3.3M | 13k | 246.05 |
| 2023-03-31 | $3.0M | 13k | 228.84 |
| 2022-12-31 | $3.2M | 13k | 239.56 |
| 2022-09-30 | $2.2M | 13k | 164.06 |
| 2022-06-30 | $2.4M | 13k | 178.73 |
| 2022-03-31 | $3.0M | 13k | 222.81 |
| 2021-12-31 | $2.7M | 13k | 206.71 |
| 2018-12-31 | $7.9M | 62k | 127.07 |
| 2018-09-30 | $9.5M | 62k | 152.49 |
| 2018-06-30 | $5.3M | 39k | 135.66 |
| 2018-03-31 | $5.5M | 38k | 147.38 |
| 2017-12-31 | $5.9M | 38k | 157.58 |
| 2017-09-30 | $4.3M | 35k | 124.70 |
| 2017-06-30 | $3.7M | 35k | 107.45 |
| 2017-03-31 | $3.2M | 35k | 92.75 |
| 2016-12-31 | $3.2M | 35k | 92.75 |
| 2016-09-30 | $3.1M | 35k | 88.76 |
| 2016-06-30 | $2.6M | 35k | 75.82 |
| 2016-03-31 | $2.7M | 35k | 76.55 |
| 2012-09-30 | $1.1M | 13k | 86.04 |
| 2012-06-30 | $1.0M | 12k | 84.89 |
| 2012-03-31 | $1.3M | 12k | 106.52 |
| 2011-12-31 | $1.1M | 12k | 90.60 |
More positions owned by Richard Bernstein Advisors
View all positions for Richard Bernstein Advisors