Caterpillar shares owned by Icon Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Icon Wealth Advisors
from 13F filings
Historical chart of Icon Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Icon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $765k | 2.0k | 391.12 |
| 2024-03-31 | $366k | 999 | 366.43 |
| 2023-12-31 | $275k | 930 | 295.67 |
| 2022-09-30 | $101k | 615 | 164.23 |