Caterpillar shares owned by U.S. Capital Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by U.S. Capital Wealth Advisors
from 13F filings
Historical chart of U.S. Capital Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by U.S. Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1M | 13k | 477.13 |
| 2025-06-30 | $4.9M | 13k | 388.20 |
| 2025-03-31 | $9.8M | 30k | 329.80 |
| 2024-12-31 | $11M | 30k | 362.76 |
| 2024-09-30 | $5.4M | 14k | 391.11 |
| 2024-06-30 | $4.6M | 14k | 333.11 |
| 2024-03-31 | $4.9M | 13k | 366.44 |
| 2023-12-31 | $3.9M | 13k | 295.66 |
| 2023-09-30 | $3.8M | 14k | 272.99 |
| 2023-06-30 | $3.4M | 14k | 246.04 |
| 2023-03-31 | $2.5M | 11k | 228.85 |
| 2022-12-31 | $1.8M | 7.7k | 239.57 |
| 2022-09-30 | $1.4M | 8.7k | 164.05 |
| 2022-06-30 | $1.6M | 8.8k | 178.81 |
| 2022-03-31 | $4.4M | 20k | 222.80 |
| 2021-12-31 | $4.1M | 20k | 206.71 |
| 2021-09-30 | $3.7M | 19k | 191.94 |
More positions owned by U.S. Capital Wealth Advisors
View all positions for U.S. Capital Wealth Advisors