Caterpillar shares owned by Bordeaux Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Bordeaux Wealth Advisors
from 13F filings
Historical chart of Bordeaux Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Bordeaux Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $550k | 1.5k | 362.76 |
| 2024-09-30 | $589k | 1.5k | 391.12 |
| 2024-06-30 | $434k | 1.3k | 333.10 |
| 2024-03-31 | $468k | 1.3k | 366.43 |
| 2023-12-31 | $716k | 2.4k | 295.67 |
| 2023-09-30 | $626k | 2.3k | 273.00 |
| 2023-06-30 | $636k | 2.6k | 246.05 |
| 2023-03-31 | $594k | 2.6k | 228.84 |
| 2022-12-31 | $601k | 2.5k | 239.56 |
| 2022-09-30 | $434k | 2.6k | 164.15 |
| 2022-06-30 | $449k | 2.5k | 178.88 |
| 2022-03-31 | $570k | 2.6k | 222.92 |
| 2021-12-31 | $520k | 2.5k | 206.92 |
| 2021-09-30 | $480k | 2.5k | 192.00 |
| 2021-06-30 | $544k | 2.5k | 217.60 |
| 2021-03-31 | $580k | 2.5k | 232.00 |
| 2020-12-31 | $455k | 2.5k | 182.00 |