Caterpillar shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 2.8k | 477.22 |
| 2025-06-30 | $1.1M | 2.8k | 388.18 |
| 2024-03-31 | $105k | 286 | 365.61 |
| 2023-12-31 | $1.9k | 8 | 239.63 |
| 2023-09-30 | $78k | 284 | 272.92 |
| 2023-06-30 | $45k | 183 | 246.22 |
| 2023-03-31 | $42k | 182 | 229.01 |
| 2022-12-31 | $1.9k | 8 | 239.63 |
| 2022-06-30 | $1.8k | 10 | 178.80 |
More positions owned by Financial Synergies Wealth Advisors
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