Caterpillar shares owned by FSM Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by FSM Wealth Advisors
from 13F filings
Historical chart of FSM Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by FSM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $716k | 1.5k | 477.01 |
| 2025-06-30 | $458k | 1.2k | 391.43 |
| 2025-03-31 | $286k | 866 | 329.94 |
| 2024-12-31 | $262k | 688 | 380.55 |
| 2024-09-30 | $259k | 663 | 391.12 |
| 2024-06-30 | $201k | 602 | 333.10 |
| 2024-03-31 | $214k | 585 | 366.43 |