Caterpillar shares owned by Warren Averett Asset Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Warren Averett Asset Management
from 13F filings
Historical chart of Warren Averett Asset Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Warren Averett Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 26k | 477.15 |
| 2025-06-30 | $9.4M | 24k | 388.22 |
| 2025-03-31 | $7.8M | 24k | 329.80 |
| 2024-12-31 | $7.8M | 22k | 362.77 |
| 2024-09-30 | $5.7M | 15k | 391.12 |
| 2024-06-30 | $4.9M | 15k | 333.10 |
| 2024-03-31 | $3.9M | 11k | 366.42 |
| 2023-12-31 | $2.0M | 6.6k | 295.67 |
| 2023-09-30 | $2.2M | 7.9k | 273.00 |
| 2023-06-30 | $1.8M | 7.2k | 246.05 |
| 2023-03-31 | $1.1M | 4.7k | 228.84 |
| 2022-12-31 | $1.0M | 4.2k | 239.56 |
| 2022-09-30 | $617k | 3.8k | 164.18 |
| 2022-06-30 | $573k | 3.3k | 173.33 |
| 2022-03-31 | $752k | 3.3k | 226.67 |
| 2021-12-31 | $645k | 3.2k | 200.00 |
| 2021-09-30 | $793k | 3.8k | 208.46 |
| 2021-06-30 | $830k | 3.8k | 218.65 |
| 2021-03-31 | $769k | 3.3k | 235.10 |
| 2020-12-31 | $360k | 1.8k | 198.24 |
| 2020-09-30 | $284k | 1.8k | 157.25 |
| 2020-06-30 | $254k | 1.8k | 140.80 |
| 2020-03-31 | $209k | 1.8k | 115.92 |
| 2019-12-31 | $244k | 1.8k | 137.39 |
| 2019-09-30 | $225k | 1.8k | 126.48 |
| 2019-06-30 | $229k | 1.7k | 136.39 |
| 2019-03-31 | $227k | 1.7k | 135.20 |
| 2018-12-31 | $278k | 2.2k | 127.00 |
| 2018-09-30 | $1.4M | 9.0k | 152.54 |
| 2018-06-30 | $1.2M | 8.5k | 135.65 |
| 2018-03-31 | $1.2M | 8.3k | 147.38 |
| 2017-12-31 | $1.2M | 7.5k | 157.67 |
| 2017-09-30 | $901k | 7.2k | 124.72 |
| 2017-06-30 | $776k | 7.2k | 107.42 |
| 2017-03-31 | $670k | 7.2k | 92.75 |
| 2015-09-30 | $17k | 257 | 66.15 |
| 2015-06-30 | $22k | 257 | 85.60 |
| 2015-03-31 | $26k | 330 | 78.79 |
| 2014-12-31 | $27k | 294 | 91.84 |
| 2014-09-30 | $34k | 344 | 98.84 |
| 2014-06-30 | $15k | 137 | 109.49 |
| 2014-03-31 | $8.0k | 85 | 94.12 |
| 2013-12-31 | $217k | 2.4k | 90.83 |
| 2013-09-30 | $203k | 2.4k | 83.54 |
| 2013-03-31 | $210k | 2.4k | 87.14 |
More positions owned by Warren Averett Asset Management
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