Caterpillar shares owned by W Advisors
Historical chart of W Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by W Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $818k | 2.1k | 391.12 |
| 2024-06-30 | $685k | 2.1k | 333.10 |
| 2024-03-31 | $859k | 2.3k | 366.43 |
| 2023-12-31 | $693k | 2.3k | 295.67 |
| 2023-09-30 | $627k | 2.3k | 273.00 |
| 2023-06-30 | $552k | 2.2k | 246.05 |
| 2023-03-31 | $514k | 2.2k | 228.84 |
| 2022-12-31 | $547k | 2.3k | 239.56 |
| 2022-09-30 | $419k | 2.5k | 164.56 |
| 2022-06-30 | $456k | 2.6k | 178.83 |
| 2022-03-31 | $565k | 2.5k | 222.88 |
| 2021-12-31 | $482k | 2.3k | 206.64 |