Caterpillar shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 22k | 477.14 |
| 2025-06-30 | $7.7M | 20k | 388.22 |
| 2025-03-31 | $6.7M | 20k | 329.85 |
| 2024-12-31 | $8.3M | 23k | 362.77 |
| 2024-09-30 | $9.1M | 23k | 391.11 |
| 2024-06-30 | $6.6M | 20k | 333.11 |
| 2024-03-31 | $4.9M | 14k | 366.44 |
| 2023-12-31 | $5.5M | 19k | 295.68 |
| 2023-09-30 | $5.4M | 14k | 377.06 |
| 2023-06-30 | $3.7M | 15k | 246.06 |