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Caterpillar shares owned by Wall Street Access Asset Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Wall Street Access Asset Management from 13F filings

Historical chart of Wall Street Access Asset Management investment in Caterpillar

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All positions including Caterpillar held by Wall Street Access Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Wall Street Access Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $107k 225 477.15
2025-06-30 $410k 1.1k 388.08
2025-03-31 $349k 1.1k 329.82
2024-12-31 $380k 1.0k 362.71
2024-09-30 $475k 1.2k 390.96
2024-06-30 $430k 1.3k 333.19
2024-03-31 $472k 1.3k 366.46
2023-12-31 $379k 1.3k 295.67
2023-09-30 $356k 1.3k 273.13
2023-06-30 $512k 2.1k 246.26
2023-03-31 $475k 2.1k 228.80
2022-12-31 $496k 2.1k 239.59
2022-09-30 $339k 2.1k 164.01
2022-06-30 $368k 2.1k 178.47
2022-03-31 $455k 2.0k 222.71
2021-12-31 $426k 2.1k 206.40
2021-09-30 $784k 4.1k 191.97
2021-06-30 $411k 1.9k 217.35
2021-03-31 $437k 1.9k 231.34
2020-12-31 $599k 3.3k 182.07
2020-09-30 $541k 3.6k 149.12
2020-06-30 $426k 3.4k 126.45
2020-03-31 $418k 3.6k 115.82
2019-12-31 $486k 3.3k 147.32
2019-09-30 $446k 3.5k 126.45
2019-06-30 $481k 3.5k 136.22
2018-12-31 $448k 3.5k 126.91
2018-09-30 $537k 3.5k 152.34
2018-06-30 $478k 3.5k 135.64
2018-03-31 $520k 3.5k 147.35
2017-12-31 $559k 3.5k 157.64
2017-09-30 $454k 3.6k 124.69
2017-06-30 $391k 3.6k 107.42
2017-03-31 $347k 3.7k 92.81
2016-12-31 $344k 3.7k 92.67
2016-09-30 $330k 3.7k 88.90
2016-06-30 $281k 3.7k 75.70
2016-03-31 $320k 4.2k 76.50

More positions owned by Wall Street Access Asset Management

iShares S&P 500 Index (IVV)
Berkshire Hathaway Inc Del Cl A Common Stock (BRK.A)
Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Inc Class C cs (GOOG)
Invesco S&p 500 Equal Weight Etf (RSP)
Amazon (AMZN)
Berkshire Hathaway (BRK.B)
Facebook Inc cl a (META)
American Balanced Fund Class F2 Mutual Fund (AMBFX)
T. Rowe Price Capital Appreciation Fund Class I Mutual Fund (TRAIX)
American Growth Fund Of America Class F2 Mutual Fund (GFFFX)
Dimensional Etf Trust (DFAS)
American Capital Income Builder Fund Class F2 Mutual Fund (CAIFX)
Vanguard Index Fds Vanguard Value Etf Common Stock (VTV)

View all positions for Wall Street Access Asset Management

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon
Jpmorgan Chase & Co

View all funds holding Caterpillar