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Caterpillar shares owned by Ward Williams

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Ward Williams from 13F filings

Historical chart of Ward Williams investment in Caterpillar

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All positions including Caterpillar held by Ward Williams consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Ward Williams

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 2.6k 477.15
2025-06-30 $1.0M 2.6k 388.21
2020-03-31 $3.0k 30 100.00
2019-06-30 $4.0k 30 133.33
2019-03-31 $40k 292 136.99
2014-12-31 $245k 2.7k 91.49
2014-09-30 $265k 2.7k 98.95
2014-06-30 $275k 2.5k 108.57
2014-03-31 $261k 2.6k 99.13
2013-12-31 $220k 2.4k 90.72
2013-09-30 $202k 2.4k 83.30
2013-06-30 $200k 2.4k 82.47
2013-03-31 $210k 2.4k 86.60
2012-06-30 $234k 2.8k 85.09
2012-03-31 $274k 2.6k 106.41
2011-09-30 $220k 3.0k 73.95