Caterpillar shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $384k | 805 | 477.15 |
| 2025-06-30 | $320k | 825 | 388.21 |
| 2025-03-31 | $272k | 826 | 329.80 |
| 2024-12-31 | $300k | 826 | 362.76 |
| 2024-09-30 | $322k | 823 | 391.12 |
| 2024-06-30 | $280k | 841 | 333.10 |
| 2024-03-31 | $308k | 841 | 366.43 |
| 2023-09-30 | $230k | 841 | 273.00 |
| 2023-06-30 | $207k | 841 | 246.05 |
| 2022-12-31 | $202k | 841 | 239.56 |
| 2020-12-31 | $41k | 225 | 182.22 |