Caterpillar shares owned by Arkadios Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Arkadios Wealth Advisors
from 13F filings
Historical chart of Arkadios Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Arkadios Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 23k | 477.17 |
| 2025-06-30 | $8.0M | 21k | 388.22 |
| 2025-03-31 | $4.2M | 13k | 329.79 |
| 2024-12-31 | $2.3M | 6.4k | 362.76 |
| 2024-09-30 | $2.6M | 6.7k | 391.10 |
| 2024-06-30 | $2.1M | 6.4k | 333.09 |
| 2024-03-31 | $2.0M | 5.5k | 366.45 |
| 2023-12-31 | $1.7M | 5.9k | 295.68 |
| 2023-09-30 | $1.7M | 6.0k | 273.00 |
| 2023-06-30 | $1.3M | 5.3k | 246.03 |
| 2023-03-31 | $1.3M | 5.9k | 228.84 |
| 2022-12-31 | $1.5M | 6.1k | 239.54 |
| 2022-09-30 | $970k | 5.9k | 164.05 |
| 2022-06-30 | $928k | 5.2k | 178.70 |
| 2022-03-31 | $1.1M | 4.8k | 222.78 |
| 2021-12-31 | $1.0M | 5.0k | 206.80 |
| 2021-09-30 | $885k | 4.6k | 191.85 |
| 2021-06-30 | $1.1M | 4.9k | 217.61 |
| 2021-03-31 | $946k | 4.1k | 231.81 |
| 2020-12-31 | $732k | 4.0k | 182.00 |
| 2020-09-30 | $588k | 3.5k | 168.80 |
| 2020-06-30 | $460k | 3.4k | 136.91 |
| 2020-03-31 | $372k | 3.2k | 116.06 |
| 2019-12-31 | $445k | 3.2k | 139.71 |