Caterpillar shares owned by Wallace Advisory Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Wallace Advisory Group
from 13F filings
Historical chart of Wallace Advisory Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Wallace Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $419k | 1.1k | 388.21 |
| 2025-06-30 | $410k | 1.2k | 329.76 |
| 2025-03-31 | $503k | 1.4k | 362.64 |
| 2024-12-31 | $388k | 992 | 391.12 |
| 2024-09-30 | $302k | 906 | 333.10 |
| 2024-06-30 | $310k | 932 | 333.10 |
| 2024-03-31 | $276k | 934 | 295.67 |
| 2023-12-31 | $288k | 1.1k | 273.00 |
| 2023-09-30 | $283k | 1.2k | 246.05 |
| 2023-06-30 | $269k | 1.2k | 228.84 |
| 2023-03-31 | $269k | 1.2k | 228.84 |
| 2022-12-31 | $286k | 1.2k | 239.56 |
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