Caterpillar shares owned by Delos Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Delos Wealth Advisors
from 13F filings
Historical chart of Delos Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Delos Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $123k | 257 | 477.15 |
| 2025-06-30 | $100k | 257 | 388.21 |
| 2024-12-31 | $93k | 257 | 362.76 |
| 2024-09-30 | $101k | 257 | 391.12 |
| 2024-06-30 | $119k | 356 | 333.10 |
| 2024-03-31 | $131k | 356 | 366.43 |
| 2023-12-31 | $111k | 376 | 295.67 |
| 2023-09-30 | $106k | 376 | 281.13 |
| 2023-06-30 | $231k | 1.0k | 228.84 |
| 2023-03-31 | $231k | 1.0k | 228.84 |
| 2022-12-31 | $1.4M | 6.0k | 239.56 |
| 2022-09-30 | $997k | 6.1k | 164.06 |
| 2022-06-30 | $1.7M | 9.4k | 178.80 |
| 2022-03-31 | $1.7M | 7.7k | 222.80 |
| 2021-12-31 | $1.4M | 6.9k | 206.79 |
| 2021-09-30 | $1.3M | 6.7k | 192.03 |
| 2021-06-30 | $996k | 4.6k | 217.70 |