Caterpillar shares owned by Ledgewood Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Ledgewood Wealth Advisors
from 13F filings
Historical chart of Ledgewood Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Ledgewood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $485k | 1.0k | 477.15 |
| 2025-06-30 | $395k | 1.0k | 388.21 |
| 2025-03-31 | $335k | 1.0k | 329.80 |
| 2024-12-31 | $369k | 1.0k | 362.76 |
| 2024-09-30 | $398k | 1.0k | 391.12 |
| 2024-06-30 | $333k | 1.0k | 333.10 |
| 2024-03-31 | $366k | 1.0k | 366.43 |
| 2023-12-31 | $296k | 1.0k | 295.67 |