Caterpillar shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Capital Advisors Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $657k | 1.4k | 477.25 |
| 2025-06-30 | $533k | 1.4k | 388.11 |
| 2025-03-31 | $438k | 1.3k | 329.83 |
| 2024-12-31 | $460k | 1.3k | 362.70 |
| 2024-09-30 | $455k | 1.2k | 390.96 |
| 2024-06-30 | $388k | 1.2k | 333.16 |
| 2024-03-31 | $426k | 1.2k | 366.41 |
| 2023-12-31 | $350k | 1.2k | 295.58 |
| 2023-09-30 | $317k | 1.2k | 273.06 |
| 2023-06-30 | $286k | 1.2k | 246.03 |
| 2023-03-31 | $248k | 1.1k | 228.92 |
| 2022-12-31 | $259k | 1.1k | 239.54 |
| 2022-03-31 | $241k | 1.1k | 223.36 |
| 2021-12-31 | $219k | 1.1k | 206.80 |
| 2021-09-30 | $203k | 1.1k | 191.87 |
| 2021-06-30 | $230k | 1.1k | 217.39 |
| 2021-03-31 | $245k | 1.1k | 231.57 |
More positions owned by Capital Advisors Wealth Management
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