Caterpillar shares owned by Widmann Financial Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Widmann Financial Services
from 13F filings
Historical chart of Widmann Financial Services investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Widmann Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.7M | 4.4k | 391.09 |
| 2024-06-30 | $1.5M | 4.5k | 333.11 |
| 2024-03-31 | $1.6M | 4.5k | 366.42 |
| 2023-12-31 | $1.4M | 4.6k | 295.64 |
| 2023-09-30 | $1.3M | 4.7k | 273.01 |
| 2023-06-30 | $1.2M | 4.7k | 246.05 |
| 2023-03-31 | $1.1M | 4.7k | 228.82 |
| 2022-12-31 | $1.1M | 4.8k | 239.57 |
| 2022-09-30 | $753k | 4.6k | 164.11 |
| 2022-06-30 | $806k | 4.5k | 178.75 |
| 2022-03-31 | $991k | 4.4k | 222.80 |
| 2021-12-31 | $876k | 4.2k | 206.75 |
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