Caterpillar shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $370k | 775 | 477.10 |
| 2025-06-30 | $225k | 581 | 387.96 |
| 2025-03-31 | $255k | 774 | 329.93 |
| 2024-12-31 | $231k | 638 | 362.74 |
| 2024-09-30 | $248k | 635 | 390.92 |
| 2024-06-30 | $250k | 751 | 333.25 |
| 2024-03-31 | $311k | 849 | 366.61 |
| 2023-12-31 | $306k | 1.0k | 295.58 |