Caterpillar shares owned by West Michigan Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by West Michigan Advisors
from 13F filings
Historical chart of West Michigan Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by West Michigan Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 2.2k | 477.06 |
| 2025-06-30 | $984k | 2.5k | 388.16 |
| 2025-03-31 | $749k | 2.3k | 329.75 |
| 2024-12-31 | $845k | 2.3k | 362.82 |
| 2024-09-30 | $786k | 2.0k | 391.19 |
| 2024-06-30 | $524k | 1.6k | 333.10 |
| 2024-03-31 | $601k | 1.6k | 366.43 |
| 2023-12-31 | $449k | 1.5k | 295.67 |
| 2023-09-30 | $232k | 850 | 273.00 |
| 2023-06-30 | $213k | 865 | 246.05 |
| 2022-12-31 | $204k | 852 | 239.56 |
| 2022-06-30 | $281k | 2.0k | 137.61 |
| 2022-03-31 | $237k | 1.1k | 222.74 |
| 2021-12-31 | $257k | 1.2k | 206.76 |