Caterpillar shares owned by Walkner Condon Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Walkner Condon Financial Advisors
from 13F filings
Historical chart of Walkner Condon Financial Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Walkner Condon Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $397k | 831 | 477.26 |
| 2025-06-30 | $317k | 815 | 388.34 |
| 2025-03-31 | $269k | 815 | 329.89 |
| 2024-12-31 | $291k | 802 | 362.87 |
| 2024-09-30 | $382k | 976 | 391.13 |
| 2024-06-30 | $274k | 823 | 332.88 |
| 2024-03-31 | $329k | 897 | 366.42 |
| 2023-12-31 | $267k | 902 | 295.71 |
| 2023-09-30 | $208k | 763 | 273.05 |
More positions owned by Walkner Condon Financial Advisors
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