Caterpillar shares owned by Garrett Wealth Advisory Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Garrett Wealth Advisory Group
from 13F filings
Historical chart of Garrett Wealth Advisory Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Garrett Wealth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 2.8k | 477.07 |
| 2025-06-30 | $1.1M | 2.8k | 388.27 |
| 2025-03-31 | $907k | 2.8k | 329.84 |
| 2024-12-31 | $533k | 1.5k | 362.82 |
| 2024-09-30 | $460k | 1.2k | 391.18 |
| 2024-06-30 | $391k | 1.2k | 333.12 |
| 2024-03-31 | $431k | 1.2k | 366.43 |
| 2023-12-31 | $355k | 1.2k | 295.67 |
| 2023-09-30 | $335k | 1.2k | 273.00 |
| 2019-09-30 | $47k | 371 | 126.31 |
More positions owned by Garrett Wealth Advisory Group
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