Caterpillar shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $535k | 1.1k | 477.14 |
| 2025-06-30 | $443k | 1.1k | 388.18 |
| 2025-03-31 | $432k | 1.3k | 329.84 |
| 2024-12-31 | $360k | 993 | 362.79 |
| 2024-09-30 | $381k | 974 | 391.13 |
| 2024-06-30 | $323k | 971 | 333.08 |
| 2024-03-31 | $378k | 1.0k | 366.39 |
| 2022-12-31 | $325k | 1.4k | 239.63 |
| 2022-09-30 | $273k | 1.7k | 164.36 |
| 2022-06-30 | $304k | 1.7k | 178.82 |
| 2022-03-31 | $370k | 1.7k | 222.76 |
| 2021-12-31 | $343k | 1.7k | 206.63 |
| 2021-09-30 | $247k | 1.3k | 191.92 |
| 2021-06-30 | $409k | 1.9k | 217.32 |
| 2021-03-31 | $300k | 1.3k | 232.74 |
| 2020-12-31 | $248k | 1.4k | 181.82 |
| 2019-12-31 | $202k | 1.4k | 148.20 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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