Caterpillar shares owned by West Wealth Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by West Wealth Group
from 13F filings
Historical chart of West Wealth Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by West Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $482k | 902 | 534.28 |
| 2025-06-30 | $354k | 826 | 427.91 |
| 2025-03-31 | $217k | 656 | 330.98 |
| 2024-12-31 | $230k | 635 | 362.91 |