Caterpillar shares owned by Walser Wealth Management Company, A Ltd Liability
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Walser Wealth Management Company, A Ltd Liability
from 13F filings
Historical chart of Walser Wealth Management Company, A Ltd Liability investment in Caterpillar
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All positions including Caterpillar held by Walser Wealth Management Company, A Ltd Liability consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Walser Wealth Management Company, A Ltd Liability
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $481k | 839 | 572.88 |
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