Caterpillar shares owned by Talisman Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Talisman Wealth Advisors
from 13F filings
Historical chart of Talisman Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Talisman Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $306k | 642 | 476.96 |
| 2025-06-30 | $249k | 642 | 388.01 |
| 2025-03-31 | $208k | 631 | 329.59 |
| 2024-12-31 | $228k | 630 | 362.48 |
| 2024-09-30 | $254k | 649 | 391.35 |
| 2024-06-30 | $213k | 638 | 333.29 |
| 2024-03-31 | $212k | 577 | 366.61 |