Caterpillar shares owned by West Paces Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by West Paces Advisors
from 13F filings
Historical chart of West Paces Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by West Paces Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $676k | 1.4k | 477.15 |
| 2025-06-30 | $570k | 1.5k | 388.21 |
| 2025-03-31 | $484k | 1.5k | 329.80 |
| 2024-12-31 | $532k | 1.5k | 362.76 |
| 2024-09-30 | $642k | 1.6k | 391.12 |
| 2024-06-30 | $81k | 244 | 333.10 |
| 2024-03-31 | $91k | 249 | 366.43 |
| 2023-12-31 | $78k | 264 | 295.67 |
| 2023-09-30 | $70k | 257 | 273.00 |
| 2023-06-30 | $63k | 257 | 246.05 |
| 2023-03-31 | $59k | 257 | 228.84 |
| 2022-12-31 | $52k | 218 | 239.56 |
| 2022-09-30 | $36k | 218 | 164.08 |
| 2022-06-30 | $39k | 218 | 178.76 |
| 2022-03-31 | $49k | 218 | 222.82 |
| 2021-12-31 | $50k | 243 | 206.74 |
| 2021-09-30 | $44k | 230 | 191.97 |
| 2021-06-30 | $50k | 230 | 217.63 |
| 2021-03-31 | $51k | 218 | 231.87 |
| 2020-12-31 | $40k | 218 | 182.02 |
| 2020-09-30 | $33k | 218 | 149.15 |
| 2020-06-30 | $28k | 218 | 126.50 |
| 2020-03-31 | $25k | 218 | 116.04 |
| 2019-12-31 | $38k | 258 | 147.68 |
| 2019-09-30 | $33k | 258 | 126.31 |
| 2019-06-30 | $35k | 258 | 136.29 |
| 2019-03-31 | $35k | 258 | 135.49 |
| 2018-12-31 | $33k | 258 | 127.07 |
| 2018-09-30 | $39k | 258 | 152.49 |
| 2018-06-30 | $35k | 258 | 135.67 |
| 2018-03-31 | $38k | 258 | 147.38 |
| 2017-12-31 | $41k | 258 | 157.58 |
| 2017-09-30 | $32k | 258 | 124.71 |
| 2017-06-30 | $33k | 303 | 107.46 |
| 2017-03-31 | $28k | 303 | 92.76 |
| 2016-12-31 | $28k | 303 | 92.74 |