Caterpillar shares owned by WNY Asset Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by WNY Asset Management
from 13F filings
Historical chart of WNY Asset Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by WNY Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $439k | 920 | 477.15 |
| 2025-06-30 | $396k | 1.0k | 388.21 |
| 2025-03-31 | $243k | 738 | 329.80 |
| 2024-12-31 | $268k | 738 | 362.76 |
| 2024-09-30 | $293k | 748 | 391.12 |
| 2024-06-30 | $382k | 1.1k | 333.10 |
| 2024-03-31 | $421k | 1.2k | 366.43 |
| 2023-12-31 | $334k | 1.1k | 295.67 |
| 2023-09-30 | $324k | 1.2k | 273.00 |
| 2023-06-30 | $276k | 1.1k | 246.05 |
| 2023-03-31 | $268k | 1.2k | 228.84 |
| 2022-12-31 | $292k | 1.2k | 239.56 |
| 2022-06-30 | $276k | 1.5k | 179.22 |
| 2022-03-31 | $342k | 1.5k | 222.08 |
| 2021-12-31 | $315k | 1.5k | 206.96 |
| 2021-09-30 | $291k | 1.5k | 192.59 |
| 2021-06-30 | $305k | 1.4k | 217.86 |
| 2021-03-31 | $294k | 1.3k | 232.41 |
| 2020-12-31 | $217k | 1.2k | 182.35 |