Caterpillar shares owned by Tandem Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Tandem Wealth Advisors
from 13F filings
Historical chart of Tandem Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Tandem Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $392k | 822 | 477.15 |
| 2025-06-30 | $429k | 1.1k | 388.21 |
| 2025-03-31 | $287k | 869 | 329.80 |
| 2024-12-31 | $367k | 1.0k | 362.76 |
| 2024-09-30 | $389k | 995 | 391.12 |
| 2024-06-30 | $335k | 1.0k | 333.10 |
| 2024-03-31 | $372k | 1.0k | 366.43 |
| 2023-12-31 | $296k | 1.0k | 295.67 |
| 2023-09-30 | $273k | 1.0k | 273.00 |
| 2023-06-30 | $244k | 990 | 246.05 |
| 2023-03-31 | $210k | 917 | 228.84 |
| 2022-12-31 | $220k | 917 | 239.56 |