Historical shareholding details of Williams Jones Wealth Management, LLC holdings in Caterpillar Inc. (CAT)

Monthly changes of Williams Jones Wealth Management, LLC shareholding in Caterpillar Inc. over the previous months

Month	Name	Total no. shares held	Percent Holding
Month	Name	Total no. shares held	Percent Holding
Mar 31, 2025	Williams Jones Wealth Management, Llc	16,313	0.00%

Dec 31, 2024	Williams Jones Wealth Management, Llc	17,139	0.00%

Sep 30, 2024	Williams Jones Wealth Management, Llc	17,287	0.00%

Jun 30, 2024	Williams Jones Wealth Management, Llc	17,660	0.00%

Mar 31, 2024	Williams Jones Wealth Management, Llc	16,533	0.00%

Dec 31, 2023	Williams Jones Wealth Management, Llc	16,563	0.00%

Sep 30, 2023	Williams Jones Wealth Management, Llc	17,223	0.00%

Jun 30, 2023	Williams Jones Wealth Management, Llc	17,223	0.00%

Mar 31, 2023	Williams Jones Wealth Management, Llc	17,336	0.00%

Dec 31, 2022	Williams Jones Wealth Management, Llc	17,073	0.00%