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Caterpillar shares owned by TrueWealth Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by TrueWealth Advisors from 13F filings

Historical chart of TrueWealth Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by TrueWealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $347k 945 366.62