Caterpillar shares owned by Winthrop Advisory Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Winthrop Advisory Group
from 13F filings
Historical chart of Winthrop Advisory Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Winthrop Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $977k | 2.0k | 477.05 |
| 2025-06-30 | $794k | 2.0k | 388.22 |
| 2025-03-31 | $665k | 2.0k | 329.84 |
| 2024-12-31 | $730k | 2.0k | 362.68 |
| 2024-09-30 | $790k | 2.0k | 391.13 |
| 2024-06-30 | $671k | 2.0k | 333.11 |
| 2024-03-31 | $744k | 2.0k | 366.36 |
| 2023-12-31 | $615k | 2.1k | 295.63 |
| 2023-09-30 | $512k | 1.9k | 273.06 |
| 2023-06-30 | $492k | 2.0k | 246.10 |
| 2023-03-31 | $435k | 1.9k | 228.83 |
| 2022-12-31 | $470k | 2.0k | 239.80 |
| 2022-09-30 | $313k | 1.9k | 164.13 |
| 2022-06-30 | $340k | 1.9k | 178.48 |
| 2022-03-31 | $229k | 1.0k | 222.76 |
| 2021-12-31 | $215k | 1.0k | 206.73 |
| 2021-06-30 | $226k | 1.0k | 218.15 |
| 2021-03-31 | $228k | 985 | 231.47 |
| 2020-12-31 | $215k | 1.2k | 181.59 |