Caterpillar shares owned by ORBA Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by ORBA Wealth Advisors
from 13F filings
Historical chart of ORBA Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by ORBA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $211k | 640 | 329.80 |
| 2024-12-31 | $232k | 640 | 362.76 |
| 2024-09-30 | $250k | 638 | 391.12 |
| 2024-06-30 | $213k | 638 | 333.10 |
| 2024-03-31 | $230k | 628 | 366.43 |