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Caterpillar shares owned by Consilio Wealth Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Consilio Wealth Advisors from 13F filings

Historical chart of Consilio Wealth Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Consilio Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Consilio Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $212k 542 391.12

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View all positions for Consilio Wealth Advisors

Top funds holding Caterpillar

Vanguard Group
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Northern Trust
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FMR
Ubs Global Asset Management Americas
Legal & General Group
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View all funds holding Caterpillar