Caterpillar shares owned by waypoint wealth counsel
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by waypoint wealth counsel
from 13F filings
Historical chart of waypoint wealth counsel investment in Caterpillar
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All positions including Caterpillar held by waypoint wealth counsel consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by waypoint wealth counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $414k | 868 | 477.27 |
| 2025-06-30 | $330k | 852 | 387.69 |
| 2025-03-31 | $278k | 842 | 329.60 |
| 2024-12-31 | $329k | 905 | 363.05 |
| 2024-09-30 | $323k | 827 | 390.90 |
| 2024-06-30 | $282k | 845 | 333.28 |
| 2024-03-31 | $309k | 843 | 365.93 |
| 2023-12-31 | $245k | 828 | 295.73 |
| 2023-09-30 | $269k | 984 | 273.00 |
| 2023-03-31 | $992k | 4.3k | 228.85 |
| 2022-12-31 | $1.0M | 4.3k | 239.53 |