Caterpillar shares owned by Intercontinental Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Intercontinental Wealth Advisors
from 13F filings
Historical chart of Intercontinental Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Intercontinental Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $601k | 2.4k | 246.05 |
| 2023-03-31 | $562k | 2.5k | 228.84 |
| 2022-12-31 | $713k | 3.0k | 239.56 |
| 2022-09-30 | $483k | 2.9k | 164.06 |
| 2022-06-30 | $525k | 2.9k | 178.81 |
| 2022-03-31 | $805k | 3.6k | 222.81 |
| 2021-12-31 | $607k | 2.9k | 206.74 |
| 2021-09-30 | $564k | 2.9k | 192.10 |
| 2021-06-30 | $639k | 2.9k | 217.64 |
| 2021-03-31 | $709k | 3.1k | 232.00 |
| 2020-12-31 | $561k | 3.1k | 182.08 |
| 2020-09-30 | $162k | 1.3k | 126.37 |
| 2020-06-30 | $212k | 1.6k | 135.98 |
| 2020-03-31 | $211k | 1.6k | 135.34 |
| 2019-12-31 | $168k | 1.2k | 137.25 |
| 2019-09-30 | $162k | 1.3k | 126.37 |
| 2019-06-30 | $212k | 1.6k | 135.98 |
| 2019-03-31 | $211k | 1.6k | 135.34 |
| 2018-12-31 | $198k | 1.6k | 127.09 |
| 2018-09-30 | $205k | 1.3k | 152.87 |
| 2018-03-31 | $213k | 1.4k | 147.51 |
| 2017-12-31 | $227k | 1.4k | 157.20 |
More positions owned by Intercontinental Wealth Advisors
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