Caterpillar shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $524k | 492 | 1064.90 |
| 2025-06-30 | $200k | 516 | 388.21 |
| 2024-09-30 | $219k | 559 | 391.12 |
| 2024-06-30 | $200k | 601 | 333.10 |
| 2024-03-31 | $206k | 563 | 366.43 |
| 2021-12-31 | $150k | 727 | 206.33 |