Caterpillar shares owned by River Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by River Wealth Advisors
from 13F filings
Historical chart of River Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by River Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.6M | 6.0k | 273.00 |
| 2023-06-30 | $1.5M | 6.1k | 246.05 |
| 2023-03-31 | $1.4M | 6.2k | 228.84 |
| 2022-12-31 | $1.5M | 6.3k | 239.56 |
| 2022-09-30 | $1.1M | 6.5k | 164.08 |
| 2022-06-30 | $1.2M | 6.6k | 178.82 |
| 2022-03-31 | $1.1M | 4.9k | 222.77 |
| 2021-12-31 | $972k | 4.7k | 206.72 |
| 2021-09-30 | $902k | 4.7k | 191.96 |
| 2021-06-30 | $1.0M | 4.7k | 217.62 |
| 2021-03-31 | $1.1M | 4.9k | 231.91 |
| 2020-12-31 | $902k | 5.0k | 181.96 |
| 2020-09-30 | $752k | 5.0k | 149.15 |
| 2020-06-30 | $638k | 5.0k | 126.44 |
| 2020-03-31 | $586k | 5.0k | 116.06 |
| 2019-12-31 | $748k | 5.1k | 147.62 |
| 2019-09-30 | $653k | 5.2k | 126.38 |
| 2019-06-30 | $694k | 5.1k | 136.37 |
| 2019-03-31 | $673k | 5.0k | 135.49 |
| 2018-12-31 | $615k | 4.8k | 127.14 |
| 2018-09-30 | $732k | 4.8k | 152.44 |
| 2018-06-30 | $694k | 5.1k | 135.76 |
| 2018-03-31 | $780k | 5.3k | 147.39 |
| 2017-12-31 | $590k | 3.7k | 157.67 |
| 2017-09-30 | $479k | 3.8k | 124.67 |
| 2017-06-30 | $433k | 4.0k | 107.52 |
| 2017-03-31 | $353k | 3.8k | 92.72 |
| 2016-12-31 | $462k | 5.0k | 92.79 |
| 2016-09-30 | $470k | 5.3k | 88.78 |
| 2016-06-30 | $443k | 5.8k | 75.74 |
| 2016-03-31 | $479k | 6.3k | 76.47 |
| 2015-12-31 | $457k | 6.7k | 67.99 |
| 2015-09-30 | $477k | 7.3k | 65.32 |
| 2015-06-30 | $641k | 7.6k | 84.77 |
| 2015-03-31 | $640k | 8.0k | 80.06 |