Caterpillar shares owned by Canvas Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Canvas Wealth Advisors
from 13F filings
Historical chart of Canvas Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Canvas Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $508k | 1.0k | 497.85 |
| 2025-06-30 | $456k | 1.1k | 432.94 |
| 2025-03-31 | $270k | 928 | 291.17 |
| 2024-12-31 | $331k | 913 | 362.76 |
| 2024-09-30 | $324k | 827 | 391.12 |
| 2022-03-31 | $239k | 1.1k | 213.20 |
| 2021-12-31 | $235k | 1.1k | 207.05 |
| 2021-06-30 | $208k | 955 | 217.80 |
| 2021-03-31 | $206k | 890 | 231.46 |