Caterpillar shares owned by Websterrogers Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Websterrogers Financial Advisors
from 13F filings
Historical chart of Websterrogers Financial Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Websterrogers Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $348k | 730 | 477.15 |
| 2025-06-30 | $283k | 730 | 388.21 |
| 2025-03-31 | $241k | 730 | 329.80 |
| 2024-12-31 | $265k | 730 | 362.76 |
| 2024-09-30 | $286k | 730 | 391.12 |
| 2024-06-30 | $243k | 730 | 333.10 |
| 2024-03-31 | $268k | 730 | 366.43 |
More positions owned by Websterrogers Financial Advisors
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