Caterpillar shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $382k | 800 | 477.08 |
| 2025-06-30 | $289k | 745 | 388.23 |
| 2025-03-31 | $104k | 315 | 329.36 |
| 2024-12-31 | $85k | 233 | 362.99 |
| 2024-09-30 | $61k | 156 | 391.28 |
| 2024-06-30 | $35k | 106 | 331.94 |
| 2024-03-31 | $40k | 109 | 367.28 |
| 2023-12-31 | $31k | 105 | 295.16 |
| 2023-09-30 | $56k | 204 | 272.68 |
| 2023-06-30 | $105k | 425 | 246.06 |
| 2023-03-31 | $54k | 238 | 228.49 |
| 2022-12-31 | $81k | 336 | 239.56 |
| 2022-09-30 | $54k | 334 | 161.68 |
| 2022-06-30 | $59k | 332 | 177.71 |
| 2022-03-31 | $97k | 436 | 222.48 |
| 2021-12-31 | $89k | 434 | 205.07 |
| 2021-09-30 | $83k | 432 | 192.13 |
| 2021-06-30 | $93k | 430 | 216.28 |
| 2021-03-31 | $99k | 427 | 231.85 |
| 2020-12-31 | $84k | 426 | 197.18 |