Caterpillar shares owned by Compton Wealth Advisory Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Compton Wealth Advisory Group
from 13F filings
Historical chart of Compton Wealth Advisory Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Compton Wealth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 6.8k | 477.15 |
| 2025-06-30 | $2.5M | 6.5k | 388.20 |
| 2025-03-31 | $2.1M | 6.4k | 329.81 |
| 2024-12-31 | $2.7M | 7.3k | 362.75 |
| 2024-09-30 | $2.9M | 7.4k | 391.14 |
| 2024-06-30 | $2.4M | 7.3k | 333.09 |
| 2024-03-31 | $2.5M | 6.7k | 366.46 |
| 2023-12-31 | $1.9M | 6.3k | 295.67 |
| 2023-09-30 | $378k | 1.4k | 273.00 |
| 2019-09-30 | $1.1M | 8.8k | 126.34 |
| 2019-06-30 | $844k | 6.2k | 136.35 |
| 2019-03-31 | $747k | 5.5k | 135.47 |
| 2018-12-31 | $696k | 5.5k | 127.03 |
More positions owned by Compton Wealth Advisory Group
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