Caterpillar shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 2.4k | 477.31 |
| 2025-06-30 | $1.0M | 2.7k | 388.21 |
| 2025-03-31 | $878k | 2.7k | 329.80 |
| 2024-12-31 | $989k | 2.7k | 362.76 |
| 2024-09-30 | $1.1M | 2.7k | 391.20 |
| 2024-06-30 | $1.4M | 4.3k | 333.09 |
| 2024-03-31 | $1.6M | 4.3k | 366.47 |
| 2023-12-31 | $1.3M | 4.3k | 295.68 |
| 2023-09-30 | $1.2M | 4.3k | 273.01 |
| 2023-06-30 | $1.0M | 4.2k | 246.07 |
| 2023-03-31 | $968k | 4.2k | 228.84 |
| 2022-12-31 | $1.0M | 4.2k | 239.57 |
| 2022-09-30 | $720k | 4.4k | 163.93 |
| 2022-06-30 | $825k | 4.6k | 178.65 |
| 2022-03-31 | $909k | 4.1k | 222.47 |
| 2021-12-31 | $850k | 4.1k | 206.66 |
| 2021-09-30 | $791k | 4.1k | 191.85 |
| 2021-06-30 | $870k | 4.0k | 217.61 |
| 2021-03-31 | $908k | 3.9k | 231.75 |
| 2020-12-31 | $700k | 3.8k | 181.91 |
| 2020-09-30 | $588k | 3.9k | 148.97 |
| 2020-06-30 | $499k | 3.9k | 126.46 |
| 2020-03-31 | $692k | 6.0k | 116.03 |
| 2019-12-31 | $886k | 6.0k | 147.67 |
| 2019-09-30 | $500k | 4.0k | 126.26 |
| 2019-06-30 | $571k | 4.2k | 136.08 |
| 2019-03-31 | $519k | 3.8k | 135.44 |
| 2018-12-31 | $368k | 2.9k | 126.98 |
| 2018-09-30 | $347k | 2.3k | 152.46 |
| 2018-06-30 | $374k | 2.8k | 135.46 |
| 2018-03-31 | $401k | 2.7k | 147.21 |
| 2017-12-31 | $355k | 2.3k | 157.29 |
More positions owned by TRUE Private Wealth Advisors
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