Caterpillar shares owned by Waypoint Capital Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Waypoint Capital Advisors
from 13F filings
Historical chart of Waypoint Capital Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Waypoint Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $563k | 1.4k | 391.12 |
| 2024-06-30 | $465k | 1.4k | 333.10 |
| 2024-03-31 | $505k | 1.4k | 366.43 |
| 2023-12-31 | $401k | 1.4k | 295.67 |
| 2023-09-30 | $378k | 1.4k | 273.00 |
| 2023-06-30 | $339k | 1.4k | 246.05 |
| 2023-03-31 | $313k | 1.4k | 228.84 |
| 2022-12-31 | $333k | 1.4k | 239.56 |
| 2022-09-30 | $240k | 1.5k | 163.38 |
| 2022-06-30 | $263k | 1.5k | 179.03 |
| 2022-03-31 | $338k | 1.5k | 222.37 |
| 2021-12-31 | $305k | 1.5k | 206.64 |