Caterpillar shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 2.7k | 477.23 |
| 2025-06-30 | $1.0M | 2.6k | 388.22 |
| 2024-12-31 | $800k | 2.2k | 362.84 |
| 2024-09-30 | $969k | 2.5k | 391.16 |
| 2024-06-30 | $845k | 2.5k | 333.10 |
| 2024-03-31 | $238k | 650 | 366.43 |