Caterpillar shares owned by UMA Financial Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Caterpillar
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Quarterly reported holdings in Caterpillar by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $394k | 826 | 477.02 |
| 2025-06-30 | $285k | 733 | 388.40 |
| 2025-03-31 | $228k | 692 | 329.64 |
| 2024-12-31 | $248k | 683 | 362.76 |
| 2024-09-30 | $265k | 683 | 387.99 |
| 2024-06-30 | $245k | 680 | 360.58 |
| 2024-03-31 | $245k | 680 | 359.88 |