Caterpillar shares owned by Turtle Creek Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Turtle Creek Wealth Advisors
from 13F filings
Historical chart of Turtle Creek Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Turtle Creek Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 31k | 477.15 |
| 2025-06-30 | $11M | 29k | 388.21 |
| 2025-03-31 | $8.6M | 26k | 329.80 |
| 2024-12-31 | $7.4M | 20k | 362.76 |
| 2024-09-30 | $7.9M | 20k | 391.12 |
| 2024-06-30 | $6.6M | 20k | 333.10 |
| 2024-03-31 | $6.3M | 17k | 366.43 |
| 2023-12-31 | $4.7M | 16k | 295.67 |
More positions owned by Turtle Creek Wealth Advisors
View all positions for Turtle Creek Wealth Advisors