Caterpillar shares owned by Westshore Wealth
Historical chart of Westshore Wealth investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Westshore Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $615k | 1.3k | 477.09 |
| 2025-06-30 | $511k | 1.3k | 388.08 |
| 2024-12-31 | $480k | 1.3k | 362.74 |
| 2024-09-30 | $517k | 1.3k | 391.02 |
| 2024-06-30 | $449k | 1.3k | 333.18 |
| 2024-03-31 | $497k | 1.4k | 366.45 |
| 2023-12-31 | $403k | 1.4k | 295.62 |
| 2023-09-30 | $374k | 1.4k | 273.07 |
| 2023-06-30 | $335k | 1.4k | 246.05 |
| 2023-03-31 | $318k | 1.4k | 228.84 |
| 2022-12-31 | $314k | 1.3k | 239.56 |
| 2022-09-30 | $215k | 1.3k | 164.12 |
| 2022-06-30 | $203k | 1.1k | 179.01 |
| 2022-03-31 | $210k | 942 | 222.93 |
| 2021-06-30 | $1.2M | 5.7k | 217.65 |
| 2021-03-31 | $1.3M | 5.7k | 231.92 |