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WFA Asset Management Corp

SEC CIK
0001994434
Latest filing
Oct 30, 2025

CAT holding history

Caterpillar Inc in every 13F filed by WFA Asset Management Corp, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overviewAll 13F holders of CATFull Q3 2025 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2023
Holdings of CAT by WFA Asset Management Corp, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−160−100.0%Sold outHolders
Q4 2024160$58.2K<0.1%−5−3.0%ReducedHolders
Q3 2024165$64.4K<0.1%+1+0.6%AddedHolders
Q2 2024164$54.7K<0.1%00.0%UnchangedHolders
Q1 2024164$59.9K<0.1%+1+0.6%AddedHolders
Q4 2023163$48.1K<0.1%−9−5.2%ReducedHolders
Q3 2023172$47.0K<0.1%+10+6.2%AddedHolders
Q2 2023162$39.9K<0.1%00.0%UnchangedHolders
Q1 2023162$37.1K<0.1%+162NewHolders