Caterpillar shares owned by Western Financial Corp
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Western Financial Corp
from 13F filings
Historical chart of Western Financial Corp investment in Caterpillar
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All positions including Caterpillar held by Western Financial Corp consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Western Financial Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $4.8M | 6.8k | 708.46 |
| 2024-12-31 | $433k | 1.2k | 362.75 |
| 2024-09-30 | $395k | 1.0k | 390.97 |
| 2024-06-30 | $330k | 991 | 333.17 |
| 2024-03-31 | $369k | 1.0k | 366.38 |
| 2023-12-31 | $238k | 803 | 295.78 |