Caterpillar shares owned by TruWealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.1M | 23k | 391.12 |
| 2024-06-30 | $7.4M | 22k | 333.10 |
| 2024-03-31 | $6.1M | 17k | 366.42 |
| 2023-12-31 | $351k | 1.2k | 295.71 |
| 2023-09-30 | $324k | 1.2k | 273.03 |
| 2023-06-30 | $293k | 1.2k | 246.06 |
| 2023-03-31 | $272k | 1.2k | 228.84 |
| 2022-12-31 | $287k | 1.2k | 239.56 |
| 2022-06-30 | $214k | 1.2k | 178.63 |
| 2022-03-31 | $266k | 1.2k | 222.41 |
| 2021-12-31 | $245k | 1.2k | 207.10 |
| 2021-09-30 | $324k | 1.7k | 191.72 |
| 2021-06-30 | $415k | 1.9k | 217.51 |
| 2021-03-31 | $408k | 1.8k | 231.69 |
| 2020-12-31 | $219k | 1.2k | 181.74 |