Caterpillar shares owned by True Wealth Design
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by True Wealth Design
from 13F filings
Historical chart of True Wealth Design investment in Caterpillar
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Quarterly reported holdings in Caterpillar by True Wealth Design
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $331k | 847 | 391.00 |
| 2024-06-30 | $292k | 877 | 333.00 |
| 2024-03-31 | $329k | 899 | 366.32 |
| 2023-12-31 | $75k | 253 | 295.36 |
| 2023-09-30 | $69k | 253 | 272.71 |
| 2023-06-30 | $62k | 253 | 245.79 |
| 2023-03-31 | $58k | 253 | 228.60 |
| 2022-12-31 | $61k | 253 | 239.30 |