Caterpillar shares owned by 180 Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by 180 Wealth Advisors
from 13F filings
Historical chart of 180 Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by 180 Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 3.8k | 391.09 |
| 2024-06-30 | $1.3M | 3.9k | 331.11 |
| 2024-03-31 | $1.2M | 3.2k | 366.44 |
| 2023-12-31 | $664k | 2.3k | 292.72 |
| 2023-09-30 | $623k | 2.3k | 272.96 |
| 2023-06-30 | $550k | 2.2k | 247.29 |
| 2023-03-31 | $515k | 2.2k | 228.85 |
| 2022-12-31 | $598k | 2.3k | 262.12 |
| 2022-09-30 | $394k | 2.4k | 164.17 |
| 2022-06-30 | $423k | 2.4k | 178.48 |
| 2022-03-31 | $558k | 2.4k | 232.02 |
| 2021-12-31 | $517k | 2.4k | 213.99 |
| 2021-09-30 | $476k | 2.4k | 199.16 |
| 2021-06-30 | $476k | 2.2k | 214.13 |
| 2021-03-31 | $489k | 2.1k | 237.49 |
| 2020-12-31 | $409k | 2.1k | 194.11 |
| 2020-09-30 | $345k | 2.0k | 169.03 |
| 2020-06-30 | $277k | 2.0k | 136.86 |
| 2020-03-31 | $474k | 4.1k | 116.75 |
| 2019-12-31 | $604k | 4.2k | 145.54 |
| 2019-09-30 | $283k | 2.2k | 128.58 |
| 2019-06-30 | $271k | 2.1k | 126.75 |
| 2019-03-31 | $286k | 2.1k | 133.77 |
| 2018-12-31 | $256k | 1.7k | 152.65 |
| 2018-09-30 | $256k | 1.7k | 152.65 |
| 2018-06-30 | $224k | 1.7k | 135.68 |
| 2018-03-31 | $255k | 1.7k | 147.23 |
| 2017-12-31 | $273k | 1.7k | 157.62 |