Caterpillar shares owned by WFG Advisors
Historical chart of WFG Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by WFG Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2017-06-30 | $917k | 8.5k | 107.40 |
| 2017-03-31 | $789k | 8.5k | 92.77 |
| 2016-12-31 | $831k | 9.0k | 92.69 |
| 2016-09-30 | $854k | 9.6k | 88.79 |
| 2016-06-30 | $736k | 9.7k | 75.81 |
| 2016-03-31 | $716k | 9.4k | 76.58 |
| 2015-12-31 | $657k | 9.7k | 67.98 |
| 2015-09-30 | $598k | 9.2k | 65.33 |
| 2015-06-30 | $740k | 8.7k | 84.85 |
| 2015-03-31 | $832k | 10k | 79.99 |
| 2014-12-31 | $1.6M | 17k | 91.54 |
| 2014-09-30 | $1.8M | 18k | 99.05 |
| 2014-06-30 | $315k | 22k | 14.20 |
| 2014-03-31 | $2.1M | 21k | 99.35 |
| 2013-12-31 | $1.9M | 21k | 90.81 |
| 2013-09-30 | $1.8M | 21k | 83.41 |
| 2013-06-30 | $1.7M | 21k | 82.48 |
| 2013-03-31 | $2.4M | 28k | 86.97 |
| 2012-06-30 | $2.5M | 29k | 84.89 |
| 2012-03-31 | $3.0M | 28k | 106.54 |
| 2011-12-31 | $2.4M | 26k | 90.61 |