Caterpillar shares owned by Whitaker-Myers Wealth Managers
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Whitaker-Myers Wealth Managers
from 13F filings
Historical chart of Whitaker-Myers Wealth Managers investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Whitaker-Myers Wealth Managers consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Whitaker-Myers Wealth Managers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $222k | 388 | 572.69 |
| 2025-06-30 | $640k | 1.6k | 388.19 |
| 2025-03-31 | $468k | 1.4k | 329.89 |
| 2024-09-30 | $452k | 1.2k | 391.15 |
| 2024-06-30 | $320k | 959 | 333.13 |
| 2024-03-31 | $304k | 830 | 366.45 |
More positions owned by Whitaker-Myers Wealth Managers
View all positions for Whitaker-Myers Wealth Managers