Caterpillar shares owned by TCI Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by TCI Wealth Advisors
from 13F filings
Historical chart of TCI Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by TCI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.3M | 17k | 366.43 |
| 2023-12-31 | $4.5M | 15k | 295.67 |
| 2023-09-30 | $4.2M | 15k | 273.00 |
| 2023-06-30 | $3.7M | 15k | 246.05 |
| 2023-03-31 | $3.4M | 15k | 228.84 |
| 2022-12-31 | $3.6M | 15k | 239.57 |
| 2022-09-30 | $2.4M | 15k | 164.11 |
| 2022-06-30 | $2.8M | 16k | 178.73 |
| 2022-03-31 | $3.6M | 16k | 222.82 |
| 2021-12-31 | $3.3M | 16k | 206.72 |
| 2021-09-30 | $3.2M | 16k | 191.95 |
| 2021-06-30 | $3.5M | 16k | 217.61 |
| 2021-03-31 | $3.7M | 16k | 231.87 |
| 2020-12-31 | $2.9M | 16k | 182.03 |
| 2020-09-30 | $2.4M | 16k | 149.14 |
| 2020-06-30 | $2.0M | 16k | 126.52 |
| 2020-03-31 | $1.9M | 16k | 116.05 |
| 2019-12-31 | $2.4M | 16k | 147.69 |
| 2019-09-30 | $2.0M | 16k | 126.32 |
| 2019-06-30 | $2.2M | 16k | 136.28 |
| 2019-03-31 | $2.2M | 16k | 135.50 |
| 2018-12-31 | $2.0M | 16k | 127.04 |
| 2018-09-30 | $2.5M | 17k | 152.49 |
| 2018-06-30 | $2.3M | 17k | 135.70 |
| 2018-03-31 | $3.1M | 21k | 147.36 |
| 2017-12-31 | $3.2M | 21k | 157.59 |
| 2017-09-30 | $2.6M | 21k | 124.69 |
| 2017-06-30 | $2.3M | 21k | 107.45 |
| 2017-03-31 | $1.9M | 21k | 92.75 |
| 2016-12-31 | $1.9M | 21k | 92.76 |
| 2016-09-30 | $1.8M | 21k | 88.79 |
| 2016-06-30 | $1.6M | 21k | 75.83 |
| 2016-03-31 | $1.6M | 21k | 76.51 |
| 2015-12-31 | $1.4M | 20k | 67.97 |
| 2015-09-30 | $1.4M | 21k | 65.35 |
| 2015-06-30 | $1.7M | 21k | 84.84 |
| 2015-03-31 | $1.6M | 21k | 80.05 |
| 2014-12-31 | $1.9M | 20k | 91.53 |
| 2014-09-30 | $2.0M | 21k | 99.01 |
| 2014-06-30 | $2.3M | 21k | 108.69 |
| 2014-03-31 | $2.1M | 21k | 99.36 |
| 2013-12-31 | $1.9M | 21k | 90.82 |
| 2013-09-30 | $1.7M | 21k | 83.38 |
| 2013-06-30 | $2.0M | 24k | 82.50 |
| 2013-03-31 | $1.9M | 21k | 86.97 |
| 2012-12-31 | $1.9M | 21k | 89.61 |