Caterpillar shares owned by Worth Financial Advisory Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Worth Financial Advisory Group
from 13F filings
Historical chart of Worth Financial Advisory Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Worth Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $801k | 1.7k | 477.21 |
| 2025-06-30 | $700k | 1.8k | 388.22 |
| 2025-03-31 | $656k | 2.0k | 329.77 |
| 2024-12-31 | $789k | 2.2k | 362.70 |
| 2024-09-30 | $908k | 2.3k | 391.20 |
| 2024-06-30 | $761k | 2.3k | 333.14 |
| 2024-03-31 | $873k | 2.4k | 366.44 |
| 2023-12-31 | $696k | 2.4k | 295.65 |
| 2023-09-30 | $677k | 2.5k | 272.96 |
| 2023-06-30 | $643k | 2.6k | 246.08 |
| 2023-03-31 | $837k | 3.7k | 228.85 |
| 2022-12-31 | $917k | 3.8k | 239.55 |
More positions owned by Worth Financial Advisory Group
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