Caterpillar shares owned by BDO Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by BDO Wealth Advisors
from 13F filings
Historical chart of BDO Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by BDO Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $405k | 1.6k | 246.05 |
| 2023-03-31 | $351k | 1.5k | 228.84 |
| 2022-12-31 | $368k | 1.5k | 239.56 |
| 2022-09-30 | $284k | 1.6k | 178.95 |
| 2022-06-30 | $284k | 1.6k | 178.95 |
| 2022-03-31 | $398k | 1.8k | 222.72 |
| 2021-12-31 | $384k | 1.9k | 206.79 |
| 2021-09-30 | $363k | 1.9k | 191.86 |
| 2021-06-30 | $389k | 1.8k | 217.68 |
| 2021-03-31 | $414k | 1.8k | 231.67 |
| 2020-12-31 | $263k | 1.4k | 182.13 |
| 2020-09-30 | $197k | 1.3k | 149.36 |
| 2020-06-30 | $162k | 1.3k | 126.76 |
| 2020-03-31 | $148k | 1.3k | 115.90 |
| 2019-12-31 | $37k | 251 | 147.41 |
| 2019-09-30 | $37k | 289 | 128.03 |
| 2019-06-30 | $39k | 289 | 134.95 |
| 2019-03-31 | $35k | 256 | 136.72 |
| 2018-12-31 | $45k | 355 | 126.76 |
| 2018-09-30 | $84k | 548 | 153.28 |
| 2018-06-30 | $74k | 546 | 135.53 |
| 2018-03-31 | $72k | 488 | 147.54 |
| 2017-12-31 | $5.0k | 30 | 166.67 |
| 2017-09-30 | $3.0k | 25 | 120.00 |
| 2017-06-30 | $51k | 475 | 107.37 |