Caterpillar shares owned by OneAscent Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by OneAscent Wealth Management
from 13F filings
Historical chart of OneAscent Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by OneAscent Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $854k | 1.8k | 477.15 |
| 2025-06-30 | $707k | 1.8k | 388.25 |
| 2025-03-31 | $552k | 1.7k | 329.95 |
| 2024-12-31 | $642k | 1.8k | 362.71 |
| 2024-09-30 | $743k | 1.9k | 391.05 |
| 2024-03-31 | $716k | 2.0k | 366.24 |
| 2023-12-31 | $337k | 1.1k | 295.87 |
| 2023-09-30 | $240k | 879 | 273.04 |
| 2023-03-31 | $303k | 1.3k | 228.85 |
| 2022-12-31 | $317k | 1.3k | 239.43 |
| 2022-06-30 | $217k | 1.2k | 178.60 |
| 2022-03-31 | $271k | 1.2k | 223.05 |
| 2021-12-31 | $255k | 1.2k | 206.48 |
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