Caterpillar shares owned by Foster Victor Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Foster Victor Wealth Advisors
from 13F filings
Historical chart of Foster Victor Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Foster Victor Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $548k | 1.1k | 497.85 |
| 2025-06-30 | $350k | 870 | 402.18 |
| 2025-03-31 | $252k | 858 | 293.45 |
| 2024-12-31 | $327k | 846 | 386.02 |
| 2024-09-30 | $321k | 811 | 396.19 |
| 2024-06-30 | $326k | 903 | 360.58 |
| 2024-03-31 | $289k | 776 | 371.98 |
| 2023-12-31 | $235k | 804 | 292.25 |
| 2023-09-30 | $212k | 798 | 266.04 |
| 2023-06-30 | $251k | 1.0k | 244.83 |
More positions owned by Foster Victor Wealth Advisors
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