Caterpillar shares owned by Wsfs Capital Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Wsfs Capital Management
from 13F filings
Historical chart of Wsfs Capital Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Wsfs Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $926k | 1.9k | 477.21 |
| 2025-06-30 | $650k | 1.7k | 388.32 |
| 2025-03-31 | $470k | 1.4k | 329.80 |
| 2024-12-31 | $702k | 1.9k | 362.76 |
| 2024-09-30 | $755k | 1.9k | 391.12 |
| 2024-06-30 | $670k | 2.0k | 333.10 |
| 2024-03-31 | $722k | 2.0k | 366.43 |
| 2023-12-31 | $582k | 2.0k | 295.67 |
| 2023-09-30 | $656k | 2.4k | 273.00 |
| 2023-06-30 | $485k | 2.0k | 246.05 |
| 2023-03-31 | $361k | 1.6k | 228.84 |
| 2022-12-31 | $378k | 1.6k | 239.56 |