Ownership history in Widmann Financial Services, Inc. · 17 quarters on record
This page tracks every 13F SEC filing in which Widmann Financial Services, Inc. reported a position in Caterpillar Inc (CAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 4,474 | — | 0% | 1.57% | $2.6M | $571.53 |
| 2025 Q3 | REDUCED | 4,474 | -55 | -1.2% | 1.34% | $2.1M | $474.67 |
| 2025 Q2 | ADDED | 4,529 | +18 | +0.4% | 1.23% | $1.8M | $384.78 |
| 2025 Q1 | ADDED | 4,511 | +185 | +4.3% | 1.16% | $1.5M | $325.32 |
| 2024 Q4 | REDUCED | 4,326 | -95 | -2.1% | 1.21% | $1.6M | $356.53 |
| 2024 Q3 | REDUCED | 4,421 | -30 | -0.7% | 1.31% | $1.7M | $383.03 |
| 2024 Q2 | REDUCED | 4,451 | -51 | -1.1% | 1.21% | $1.5M | $324.88 |
| 2024 Q1 | REDUCED | 4,502 | -140 | -3.0% | 1.39% | $1.6M | $356.09 |
| 2023 Q4 | REDUCED | 4,642 | -34 | -0.7% | 1.24% | $1.4M | $286.00 |
| 2023 Q3 | REDUCED | 4,676 | -20 | -0.4% | 1.27% | $1.3M | $262.72 |
As of 2025 Q4 — sorted by position size