Caterpillar shares owned by Acorn Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Acorn Wealth Advisors
from 13F filings
Historical chart of Acorn Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Acorn Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.6M | 4.3k | 366.43 |
| 2023-12-31 | $1.2M | 4.0k | 295.68 |
| 2023-09-30 | $1.1M | 4.0k | 273.00 |
| 2023-06-30 | $1.0M | 4.1k | 246.07 |
| 2023-03-31 | $927k | 4.1k | 228.83 |
| 2022-12-31 | $1.1M | 4.4k | 239.57 |
| 2022-09-30 | $714k | 4.4k | 163.99 |
| 2022-06-30 | $418k | 2.3k | 178.63 |
| 2022-03-31 | $519k | 2.3k | 222.94 |
| 2021-12-31 | $480k | 2.3k | 206.90 |
| 2021-09-30 | $443k | 2.3k | 191.86 |
| 2021-06-30 | $514k | 2.4k | 217.61 |
| 2021-03-31 | $547k | 2.4k | 231.68 |
| 2020-12-31 | $429k | 2.4k | 181.78 |
| 2020-09-30 | $345k | 2.3k | 149.22 |
| 2020-06-30 | $302k | 2.4k | 126.47 |
| 2020-03-31 | $269k | 2.2k | 119.61 |
| 2019-12-31 | $301k | 2.1k | 146.05 |
| 2019-09-30 | $296k | 2.0k | 144.53 |
| 2019-06-30 | $238k | 2.0k | 120.45 |
| 2019-03-31 | $273k | 2.0k | 139.86 |
| 2018-12-31 | $254k | 1.9k | 130.86 |
| 2018-09-30 | $241k | 1.9k | 124.87 |
| 2018-06-30 | $263k | 1.9k | 136.13 |
| 2018-03-31 | $281k | 1.9k | 146.05 |
| 2017-12-31 | $296k | 1.8k | 163.27 |