Caterpillar shares owned by Western Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Western Wealth Management
from 13F filings
Historical chart of Western Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Western Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 4.1k | 477.18 |
| 2025-06-30 | $1.6M | 4.2k | 388.18 |
| 2025-03-31 | $1.5M | 4.5k | 329.83 |
| 2024-12-31 | $963k | 2.7k | 362.80 |
| 2024-09-30 | $2.7M | 7.0k | 391.12 |
| 2024-06-30 | $1.4M | 4.3k | 333.11 |
| 2024-03-31 | $1.5M | 4.0k | 366.41 |
| 2023-12-31 | $2.0M | 6.6k | 295.69 |
| 2023-09-30 | $1.9M | 6.8k | 273.00 |
| 2023-06-30 | $1.7M | 6.8k | 246.02 |
| 2023-03-31 | $1.4M | 6.3k | 228.85 |
| 2022-12-31 | $1.5M | 6.1k | 239.58 |
| 2022-09-30 | $1.7M | 9.4k | 176.81 |
| 2022-06-30 | $1.6M | 8.7k | 178.52 |
| 2022-03-31 | $2.0M | 8.9k | 223.10 |
| 2021-12-31 | $763k | 3.7k | 207.28 |
| 2021-06-30 | $1.5M | 7.0k | 217.65 |
| 2021-03-31 | $826k | 3.6k | 231.96 |
| 2020-12-31 | $578k | 3.2k | 182.16 |
| 2020-09-30 | $555k | 3.7k | 149.31 |
| 2020-06-30 | $479k | 3.7k | 128.07 |
| 2020-03-31 | $391k | 3.3k | 117.42 |
| 2019-12-31 | $438k | 3.0k | 147.67 |
| 2019-09-30 | $522k | 4.1k | 125.93 |
| 2019-06-30 | $497k | 3.6k | 136.20 |
| 2019-03-31 | $693k | 5.1k | 136.10 |
| 2018-12-31 | $702k | 5.5k | 127.50 |