Caterpillar shares owned by WMG Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by WMG Financial Advisors
from 13F filings
Historical chart of WMG Financial Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by WMG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $332k | 849 | 391.12 |
| 2024-06-30 | $292k | 875 | 333.10 |
| 2024-03-31 | $396k | 1.1k | 366.43 |
| 2023-12-31 | $304k | 1.0k | 295.67 |
| 2022-09-30 | $245k | 1.5k | 161.62 |
| 2022-06-30 | $300k | 1.7k | 178.95 |
| 2022-03-31 | $387k | 1.7k | 223.05 |