Caterpillar shares owned by CapWealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by CapWealth Advisors
from 13F filings
Historical chart of CapWealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by CapWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $200k | 420 | 477.15 |
| 2023-12-31 | $456k | 1.5k | 295.67 |
| 2023-09-30 | $421k | 1.5k | 273.00 |
| 2023-06-30 | $288k | 1.2k | 246.05 |
| 2023-03-31 | $271k | 1.2k | 228.84 |
| 2022-12-31 | $282k | 1.2k | 239.56 |
| 2022-06-30 | $210k | 1.2k | 178.57 |
| 2022-03-31 | $262k | 1.2k | 222.79 |
| 2021-12-31 | $243k | 1.2k | 206.63 |
| 2018-03-31 | $237k | 1.5k | 157.48 |
| 2017-12-31 | $237k | 1.5k | 157.48 |
| 2016-09-30 | $143k | 1.6k | 88.82 |
| 2016-06-30 | $128k | 1.7k | 75.96 |
| 2016-03-31 | $121k | 1.6k | 76.34 |
| 2015-12-31 | $108k | 1.6k | 68.14 |
| 2015-09-30 | $86k | 1.3k | 65.15 |
| 2015-06-30 | $2.3M | 28k | 84.82 |
| 2015-03-31 | $1.9M | 24k | 80.03 |
| 2014-12-31 | $2.1M | 23k | 91.52 |
| 2014-09-30 | $1.8M | 18k | 99.04 |
| 2014-06-30 | $1.8M | 17k | 108.67 |
| 2014-03-31 | $1.2M | 13k | 99.39 |
| 2013-12-31 | $1.1M | 12k | 90.79 |
| 2013-09-30 | $5.4M | 65k | 83.40 |
| 2013-06-30 | $5.3M | 64k | 82.48 |
| 2013-03-31 | $4.9M | 56k | 86.97 |
| 2012-12-31 | $4.9M | 54k | 89.62 |
| 2012-09-30 | $4.6M | 53k | 86.04 |
| 2012-06-30 | $3.8M | 45k | 84.91 |
| 2012-03-31 | $4.5M | 42k | 106.52 |
| 2011-12-31 | $3.8M | 42k | 90.59 |