Ownership history in BCM ADVISORS, LLC · 29 quarters on record
This page tracks every 13F SEC filing in which BCM ADVISORS, LLC reported a position in Caterpillar Inc. COM (CAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 7,034 | +1 | +0.0% | 0.84% | $4.4M | $571.53 |
| 2025 Q3 | ADDED | 7,033 | +32 | +0.5% | 0.74% | $3.7M | $474.67 |
| 2025 Q2 | UNCHANGED | 7,001 | — | 0% | 0.64% | $3.0M | $384.78 |
| 2025 Q1 | REDUCED | 7,001 | -42 | -0.6% | 0.51% | $2.3M | $325.32 |
| 2024 Q4 | REDUCED | 7,043 | -13 | -0.2% | 0.56% | $2.5M | $356.53 |
| 2024 Q3 | ADDED | 7,056 | +56 | +0.8% | 0.61% | $2.7M | $383.03 |
| 2024 Q2 | REDUCED | 7,000 | -70 | -1.0% | 0.55% | $2.3M | $324.88 |
| 2024 Q1 | ADDED | 7,070 | +70 | +1.0% | 0.65% | $2.6M | $356.09 |
| 2023 Q4 | UNCHANGED | 7,000 | — | 0% | 0.56% | $2.1M | $286.00 |
| 2023 Q3 | UNCHANGED | 7,000 | — | 0% | 0.49% | $1.6M | $262.72 |
As of 2025 Q4 — sorted by position size