Caterpillar shares owned by Core Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Core Wealth Advisors
from 13F filings
Historical chart of Core Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Core Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.3M | 8.3k | 391.12 |
| 2024-06-30 | $2.8M | 8.3k | 333.09 |
| 2024-03-31 | $3.2M | 8.8k | 366.42 |
| 2023-09-30 | $2.6M | 9.6k | 273.01 |
| 2023-06-30 | $2.4M | 9.6k | 246.05 |
| 2023-03-31 | $2.1M | 9.2k | 228.84 |
| 2022-12-31 | $1.9M | 8.1k | 239.55 |
| 2022-09-30 | $1.3M | 7.7k | 164.05 |
| 2022-06-30 | $1.2M | 6.8k | 178.75 |
| 2021-12-31 | $62k | 300 | 206.67 |
| 2021-06-30 | $1.1M | 5.0k | 217.58 |