Caterpillar shares owned by Wealth Advisory Solutions
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Wealth Advisory Solutions
from 13F filings
Historical chart of Wealth Advisory Solutions investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Wealth Advisory Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $209k | 364 | 572.87 |
| 2021-03-31 | $424k | 1.8k | 231.69 |