Caterpillar shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $729k | 1.5k | 477.09 |
| 2025-06-30 | $583k | 1.5k | 388.21 |
| 2025-03-31 | $572k | 1.7k | 329.73 |
| 2024-12-31 | $530k | 1.5k | 362.88 |
| 2024-09-30 | $570k | 1.5k | 391.04 |
| 2024-06-30 | $469k | 1.4k | 333.22 |
| 2024-03-31 | $510k | 1.4k | 366.38 |
| 2023-12-31 | $407k | 1.4k | 295.70 |
| 2023-09-30 | $374k | 1.4k | 272.97 |
| 2023-06-30 | $336k | 1.4k | 246.06 |
| 2023-03-31 | $316k | 1.4k | 228.91 |
| 2022-12-31 | $328k | 1.4k | 239.59 |
| 2022-09-30 | $244k | 1.4k | 179.15 |
| 2022-06-30 | $242k | 1.4k | 178.47 |
| 2022-03-31 | $301k | 1.4k | 222.96 |
| 2021-12-31 | $292k | 1.4k | 206.80 |
| 2021-09-30 | $294k | 1.5k | 192.28 |
| 2021-06-30 | $340k | 1.6k | 217.81 |
| 2021-03-31 | $349k | 1.5k | 231.74 |
| 2020-12-31 | $261k | 1.4k | 181.88 |
| 2013-03-31 | $33k | 375 | 88.00 |
| 2012-12-31 | $7.0k | 75 | 93.33 |
| 2012-09-30 | $24k | 283 | 84.81 |
| 2012-06-30 | $6.0k | 75 | 80.00 |
| 2011-12-31 | $30k | 335 | 89.55 |
| 2011-09-30 | $25k | 335 | 74.63 |
| 2011-03-31 | $37k | 335 | 110.45 |
| 2010-12-31 | $15k | 160 | 93.75 |