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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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All positions including Caterpillar held by WNY Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by WNY Asset Management

Quarter filed Position value Share count Share price at filing
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