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
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Quarterly reported holdings in Caterpillar by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $49k | 103 | 477.16 |
| 2025-06-30 | $40k | 103 | 388.21 |
| 2025-03-31 | $34k | 103 | 329.81 |
| 2024-12-31 | $37k | 103 | 362.77 |
| 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 |