Caterpillar shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $387k | 812 | 477.06 |
| 2025-06-30 | $289k | 743 | 388.35 |
| 2025-03-31 | $244k | 741 | 329.63 |
| 2024-12-31 | $286k | 788 | 362.85 |
| 2024-09-30 | $648k | 1.7k | 391.21 |
| 2024-06-30 | $448k | 1.3k | 333.08 |
| 2024-03-31 | $347k | 945 | 366.62 |