Caterpillar shares owned by Gibson Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Gibson Wealth Advisors
from 13F filings
Historical chart of Gibson Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Gibson Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $213k | 545 | 391.22 |
| 2022-12-31 | $34M | 158k | 217.70 |
| 2022-09-30 | $410k | 2.5k | 164.00 |