Caterpillar shares owned by Clarus Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Clarus Wealth Advisors
from 13F filings
Historical chart of Clarus Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Clarus Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 2.3k | 497.82 |
| 2025-06-30 | $970k | 2.5k | 394.27 |
| 2025-03-31 | $771k | 2.6k | 300.99 |
| 2024-12-31 | $997k | 2.8k | 362.48 |
| 2024-09-30 | $1.2M | 3.0k | 398.23 |
| 2024-06-30 | $975k | 3.0k | 328.46 |
| 2024-03-31 | $1.1M | 2.8k | 372.05 |
| 2023-12-31 | $846k | 3.0k | 281.89 |
| 2023-06-30 | $814k | 3.3k | 245.17 |
| 2023-03-31 | $662k | 3.2k | 209.14 |
| 2022-12-31 | $741k | 3.0k | 250.48 |
| 2022-09-30 | $395k | 2.2k | 178.65 |
| 2022-06-30 | $351k | 2.0k | 174.98 |
| 2022-03-31 | $414k | 1.9k | 215.85 |
| 2021-12-31 | $418k | 1.9k | 222.34 |
| 2021-09-30 | $330k | 1.7k | 192.76 |
| 2021-06-30 | $531k | 2.4k | 218.52 |
| 2021-03-31 | $928k | 4.0k | 230.79 |
| 2020-12-31 | $496k | 2.6k | 194.05 |
| 2020-09-30 | $275k | 1.8k | 151.52 |
| 2020-06-30 | $215k | 1.7k | 127.14 |
| 2019-12-31 | $225k | 1.5k | 147.35 |
| 2019-09-30 | $355k | 2.8k | 126.47 |
| 2019-06-30 | $201k | 1.5k | 136.09 |
| 2019-03-31 | $197k | 1.5k | 135.40 |
| 2018-12-31 | $189k | 1.2k | 152.79 |
| 2018-09-30 | $189k | 1.2k | 152.79 |
| 2018-06-30 | $477k | 3.2k | 147.50 |
| 2018-03-31 | $477k | 3.2k | 147.50 |
| 2017-12-31 | $697k | 4.4k | 157.66 |