Caterpillar shares owned by CWS Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by CWS Financial Advisors
from 13F filings
Historical chart of CWS Financial Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by CWS Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $393k | 1.0k | 391.12 |
| 2024-06-30 | $334k | 1.0k | 333.10 |
| 2024-03-31 | $368k | 1.0k | 366.43 |
| 2023-12-31 | $308k | 1.0k | 295.67 |
| 2023-09-30 | $366k | 1.3k | 273.00 |
| 2023-06-30 | $399k | 1.6k | 246.05 |
| 2023-03-31 | $307k | 1.3k | 228.84 |
| 2022-12-31 | $307k | 1.3k | 231.87 |
| 2022-03-31 | $303k | 1.4k | 222.79 |
| 2021-12-31 | $281k | 1.4k | 206.62 |
| 2021-06-30 | $288k | 1.3k | 217.52 |
| 2021-03-31 | $307k | 1.3k | 231.87 |
| 2020-12-31 | $241k | 1.3k | 182.02 |