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
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Tandem Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Tandem Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |