Caterpillar shares owned by WealthTrust Asset Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by WealthTrust Asset Management
from 13F filings
Historical chart of WealthTrust Asset Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by WealthTrust Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $223k | 314 | 708.99 |
| 2024-12-31 | $936k | 2.6k | 362.76 |
| 2024-09-30 | $1.1M | 2.7k | 391.12 |
| 2024-06-30 | $1.0M | 3.1k | 333.10 |
| 2024-03-31 | $1.2M | 3.2k | 366.43 |
| 2023-12-31 | $989k | 3.3k | 295.67 |
| 2023-09-30 | $1.0M | 3.7k | 273.00 |
| 2023-06-30 | $919k | 3.7k | 246.05 |
| 2023-03-31 | $917k | 4.0k | 228.84 |
| 2022-06-30 | $703k | 3.9k | 178.79 |
More positions owned by WealthTrust Asset Management
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