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Caterpillar shares owned by Walter & Keenan Financial Consulting

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Walter & Keenan Financial Consulting from 13F filings

Historical chart of Walter & Keenan Financial Consulting investment in Caterpillar

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Quarterly reported holdings in Caterpillar by Walter & Keenan Financial Consulting

Quarter filed Position value Share count Share price at filing
2025-09-30 $954k 2.0k 477.15
2025-06-30 $773k 2.0k 388.21
2025-03-31 $622k 1.9k 329.80
2024-12-31 $647k 1.8k 362.76
2024-09-30 $705k 1.8k 391.12
2024-06-30 $599k 1.8k 333.10
2024-03-31 $663k 1.8k 366.37
2023-12-31 $520k 1.8k 295.60
2023-09-30 $493k 1.8k 273.06
2023-06-30 $446k 1.8k 246.08
2023-03-31 $415k 1.8k 228.84
2022-12-31 $435k 1.8k 239.53
2022-09-30 $298k 1.8k 164.28
2022-06-30 $325k 1.8k 178.77
2022-03-31 $401k 1.8k 222.65
2021-12-31 $372k 1.8k 206.55
2021-09-30 $346k 1.8k 192.12
2021-06-30 $385k 1.8k 217.64
2021-03-31 $410k 1.8k 231.90
2020-12-31 $328k 1.8k 182.12
2020-09-30 $264k 1.8k 149.32
2020-06-30 $224k 1.8k 126.70
2019-12-31 $281k 1.9k 147.89
2019-09-30 $253k 2.0k 126.50
2019-06-30 $273k 2.0k 136.50
2019-03-31 $276k 2.0k 135.29
2018-12-31 $266k 2.1k 127.27
2018-09-30 $319k 2.1k 152.63
2018-06-30 $284k 2.1k 135.89
2018-03-31 $308k 2.1k 147.37
2017-12-31 $329k 2.1k 157.42
2017-09-30 $261k 2.1k 124.88
2017-06-30 $225k 2.1k 107.66

More positions owned by Walter & Keenan Financial Consulting

Apple (AAPL)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Alphabet Inc Cap Stk Cl C Cl A (GOOG)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Wal-Mart Stores (WMT)
Schwab U.s. Broad Market Etf Us Brd Mkt Etf (SCHB)
Vanguard Total World Stock Etf Tt Wrld St Etf (VT)
Alphabet Inc Cap Stk Cl A Cl A (GOOGL)
Visa Inc Com Cl A Com Cl A (V)
Johnson & Johnson (JNJ)
Cisco Systems (CSCO)

View all positions for Walter & Keenan Financial Consulting

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Morgan Stanley
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

View all funds holding Caterpillar