Caterpillar shares owned by Ibex Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Ibex Wealth Advisors
from 13F filings
Historical chart of Ibex Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Ibex Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $7.0M | 9.9k | 708.49 |
| 2024-12-31 | $3.6M | 10k | 362.75 |
| 2024-09-30 | $4.2M | 1.0k | 4211.33 |
| 2024-06-30 | $3.2M | 9.5k | 333.09 |
| 2024-03-31 | $1.9M | 8.0k | 239.57 |
| 2023-12-31 | $619 | 2 | 309.50 |
| 2023-09-30 | $1.8M | 6.6k | 272.95 |
| 2023-03-31 | $1.8M | 7.7k | 228.80 |
| 2022-12-31 | $1.9M | 8.0k | 239.57 |
| 2021-09-30 | $28k | 145 | 193.10 |
| 2021-06-30 | $1.2M | 5.6k | 217.66 |
| 2019-06-30 | $5.0k | 41 | 121.95 |
| 2017-12-31 | $326k | 2.0k | 165.73 |
| 2017-09-30 | $292k | 2.3k | 126.96 |
| 2017-06-30 | $228 | 20 | 11.40 |
| 2017-03-31 | $211k | 2.2k | 94.11 |
| 2016-12-31 | $194k | 2.1k | 94.40 |
| 2016-09-30 | $364k | 4.1k | 88.78 |