Caterpillar shares owned by Annis Gardner Whiting Capital Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Annis Gardner Whiting Capital Advisors
from 13F filings
Historical chart of Annis Gardner Whiting Capital Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Annis Gardner Whiting Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $358k | 749 | 477.36 |
| 2025-06-30 | $327k | 841 | 388.27 |
| 2025-03-31 | $241k | 731 | 329.77 |
| 2024-12-31 | $271k | 746 | 362.62 |
| 2024-09-30 | $285k | 729 | 390.86 |
| 2024-06-30 | $332k | 997 | 333.20 |
| 2024-03-31 | $377k | 1.0k | 366.59 |
| 2023-12-31 | $212k | 717 | 295.63 |
| 2023-09-30 | $193k | 708 | 272.86 |
More positions owned by Annis Gardner Whiting Capital Advisors
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