Caterpillar shares owned by IVC Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by IVC Wealth Advisors
from 13F filings
Historical chart of IVC Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by IVC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.7M | 4.4k | 391.08 |
| 2024-06-30 | $1.5M | 4.4k | 333.10 |
| 2024-03-31 | $1.5M | 4.1k | 366.47 |
| 2023-12-31 | $1.2M | 4.0k | 295.67 |
| 2023-09-30 | $1.1M | 4.0k | 273.02 |
| 2023-06-30 | $969k | 3.9k | 246.03 |
| 2023-03-31 | $913k | 4.0k | 228.83 |
| 2022-12-31 | $996k | 4.2k | 239.57 |
| 2022-09-30 | $679k | 4.1k | 164.05 |
| 2022-06-30 | $727k | 4.1k | 178.76 |
| 2022-03-31 | $911k | 4.1k | 222.74 |
| 2021-12-31 | $826k | 4.0k | 206.76 |
| 2021-09-30 | $789k | 4.1k | 191.97 |
| 2021-06-30 | $856k | 3.9k | 217.59 |
| 2021-03-31 | $900k | 3.9k | 231.78 |
| 2020-12-31 | $695k | 3.8k | 182.08 |