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Caterpillar shares owned by World Equity Group

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by World Equity Group from 13F filings

Historical chart of World Equity Group investment in Caterpillar

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All positions including Caterpillar held by World Equity Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by World Equity Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 3.8k 477.06
2025-06-30 $1.4M 3.7k 388.17
2025-03-31 $1.3M 3.9k 338.15
2024-12-31 $1.4M 3.8k 362.75
2024-09-30 $1.6M 4.1k 391.11
2024-06-30 $1.4M 4.2k 333.03
2024-03-31 $3.0M 8.2k 367.00
2023-12-31 $2.8M 9.8k 283.61
2023-09-30 $2.3M 8.5k 272.53
2023-06-30 $1.0M 4.2k 246.04
2023-03-31 $1.8M 132k 13.72
2022-12-31 $1.1M 4.5k 239.56
2022-09-30 $750k 4.6k 164.08
2022-06-30 $958k 5.4k 178.75
2022-03-31 $1.3M 6.0k 222.80