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