Caterpillar shares owned by Waterford Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Waterford Advisors
from 13F filings
Historical chart of Waterford Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Waterford Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $435k | 911 | 477.15 |
| 2025-06-30 | $341k | 8.3k | 40.94 |
| 2025-03-31 | $289k | 877 | 329.80 |
| 2024-12-31 | $318k | 877 | 362.76 |
| 2024-09-30 | $343k | 877 | 391.12 |
| 2024-06-30 | $292k | 877 | 333.10 |
| 2024-03-31 | $321k | 877 | 366.43 |