Caterpillar shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $415k | 870 | 477.24 |
| 2025-06-30 | $332k | 856 | 388.27 |
| 2025-03-31 | $277k | 841 | 329.83 |
| 2024-12-31 | $317k | 875 | 362.78 |
| 2024-09-30 | $324k | 827 | 391.13 |
| 2024-06-30 | $270k | 809 | 333.10 |
| 2024-03-31 | $293k | 800 | 366.43 |
| 2023-09-30 | $254k | 929 | 273.00 |
| 2023-06-30 | $241k | 979 | 246.17 |
| 2023-03-31 | $216k | 945 | 228.95 |
More positions owned by Wescott Financial Advisory Group
View all positions for Wescott Financial Advisory Group