Caterpillar shares owned by Westover Capital Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Westover Capital Advisors
from 13F filings
Historical chart of Westover Capital Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Westover Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 4.7k | 477.15 |
| 2025-06-30 | $1.8M | 4.7k | 388.21 |
| 2025-03-31 | $1.5M | 4.7k | 329.80 |
| 2024-12-31 | $1.5M | 4.2k | 362.76 |
| 2024-09-30 | $1.7M | 4.2k | 391.12 |
| 2024-06-30 | $1.2M | 3.5k | 333.10 |
| 2024-03-31 | $465k | 1.3k | 366.43 |
| 2023-12-31 | $350k | 1.2k | 295.67 |
| 2023-09-30 | $323k | 1.2k | 273.00 |
| 2023-06-30 | $291k | 1.2k | 246.05 |
| 2023-03-31 | $271k | 1.2k | 228.84 |
| 2022-12-31 | $283k | 1.2k | 239.56 |
| 2013-12-31 | $2.1M | 23k | 90.83 |
| 2013-09-30 | $2.1M | 25k | 83.40 |
| 2013-06-30 | $2.4M | 29k | 82.49 |