Caterpillar shares owned by Wetherby Asset Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Wetherby Asset Management
from 13F filings
Historical chart of Wetherby Asset Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Wetherby Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.5M | 12k | 477.15 |
| 2025-06-30 | $4.3M | 11k | 388.21 |
| 2024-12-31 | $4.3M | 12k | 362.76 |
| 2024-09-30 | $4.8M | 12k | 391.12 |
| 2024-06-30 | $4.4M | 13k | 333.10 |
| 2024-03-31 | $4.9M | 13k | 366.43 |
| 2023-12-31 | $4.0M | 13k | 295.67 |
| 2023-09-30 | $3.7M | 14k | 273.00 |
| 2023-06-30 | $3.3M | 13k | 246.05 |
| 2023-03-31 | $3.5M | 15k | 228.84 |
| 2022-12-31 | $3.6M | 15k | 239.56 |
| 2022-09-30 | $2.3M | 14k | 164.09 |
| 2022-06-30 | $2.6M | 15k | 178.63 |
| 2022-03-31 | $3.1M | 14k | 222.84 |
| 2021-12-31 | $2.8M | 14k | 206.66 |
| 2021-09-30 | $2.5M | 13k | 192.77 |
| 2021-06-30 | $2.9M | 13k | 216.87 |
| 2021-03-31 | $2.8M | 12k | 232.18 |
| 2020-12-31 | $2.4M | 13k | 182.44 |
| 2020-09-30 | $1.9M | 13k | 149.18 |
| 2020-06-30 | $1.5M | 12k | 125.00 |
| 2020-03-31 | $1.4M | 12k | 114.75 |
| 2019-12-31 | $2.0M | 13k | 147.68 |
| 2019-09-30 | $1.6M | 13k | 126.31 |
| 2019-06-30 | $2.0M | 13k | 147.06 |
| 2019-03-31 | $2.0M | 13k | 147.06 |
| 2018-12-31 | $1.5M | 13k | 117.65 |
| 2018-09-30 | $1.9M | 12k | 152.50 |
| 2018-06-30 | $1.7M | 12k | 135.70 |
| 2018-03-31 | $1.8M | 12k | 147.38 |
| 2017-12-31 | $1.7M | 11k | 157.60 |
| 2017-09-30 | $1.2M | 9.6k | 124.69 |
| 2017-06-30 | $1.0M | 9.4k | 107.48 |
| 2017-03-31 | $852k | 9.2k | 92.81 |
| 2016-12-31 | $858k | 9.3k | 92.71 |
| 2016-09-30 | $811k | 9.1k | 88.77 |
| 2016-06-30 | $610k | 8.1k | 75.78 |
| 2016-03-31 | $560k | 7.3k | 76.51 |
| 2015-12-31 | $365k | 5.4k | 68.02 |
| 2015-09-30 | $414k | 6.3k | 65.36 |
| 2015-06-30 | $577k | 6.7k | 85.56 |
| 2015-03-31 | $484k | 6.1k | 79.97 |
| 2014-12-31 | $576k | 6.3k | 91.49 |
| 2014-09-30 | $637k | 6.3k | 101.60 |
| 2014-06-30 | $669k | 6.3k | 106.95 |
| 2014-03-31 | $593k | 5.8k | 101.60 |
| 2013-12-31 | $513k | 5.6k | 90.91 |
| 2013-09-30 | $418k | 5.0k | 83.35 |
| 2013-06-30 | $388k | 4.8k | 80.21 |
| 2013-03-31 | $502k | 5.9k | 85.56 |
| 2012-12-31 | $477k | 5.4k | 88.37 |
| 2012-09-30 | $361k | 4.2k | 86.01 |
| 2012-06-30 | $363k | 4.3k | 84.83 |
| 2012-03-31 | $438k | 4.1k | 106.44 |
| 2011-12-31 | $330k | 3.6k | 90.66 |
| 2011-09-30 | $264k | 3.6k | 73.95 |
| 2011-06-30 | $415k | 3.9k | 106.41 |
| 2011-03-31 | $426k | 3.8k | 111.26 |