Caterpillar shares owned by Opal Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Opal Wealth Advisors
from 13F filings
Historical chart of Opal Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Opal Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $643k | 1.8k | 362.80 |
| 2024-09-30 | $648k | 1.7k | 391.01 |
| 2024-06-30 | $566k | 1.7k | 333.07 |
| 2024-03-31 | $781k | 2.1k | 366.47 |
| 2023-12-31 | $736k | 2.5k | 295.61 |
| 2023-09-30 | $672k | 2.5k | 272.96 |
| 2023-06-30 | $580k | 2.4k | 246.05 |