Caterpillar shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $230k | 841 | 273.00 |
| 2023-06-30 | $207k | 841 | 246.05 |
| 2022-12-31 | $202k | 841 | 239.56 |
| 2020-12-31 | $41k | 225 | 182.22 |