Caterpillar shares owned by Consilium Wealth Advisory
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Consilium Wealth Advisory
from 13F filings
Historical chart of Consilium Wealth Advisory investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Consilium Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $395k | 1.1k | 366.39 |
| 2023-12-31 | $328k | 1.1k | 295.55 |
| 2023-09-30 | $294k | 1.1k | 273.04 |
| 2023-06-30 | $265k | 1.1k | 246.00 |
| 2023-03-31 | $247k | 1.1k | 228.91 |
| 2022-12-31 | $258k | 1.1k | 239.56 |
| 2022-03-31 | $240k | 1.1k | 223.05 |
| 2021-12-31 | $226k | 1.1k | 206.96 |