Caterpillar shares owned by West Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by West Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $40k | 103 | 391.13 |
| 2024-06-30 | $34k | 103 | 333.11 |
| 2024-03-31 | $38k | 103 | 366.44 |
| 2023-12-31 | $31k | 103 | 295.68 |
| 2023-09-30 | $38k | 139 | 273.00 |
| 2023-06-30 | $25k | 103 | 246.06 |