Caterpillar shares owned by Arbor Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Arbor Wealth Advisors
from 13F filings
Historical chart of Arbor Wealth Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Arbor Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by Arbor Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $856k | 2.3k | 366.43 |
2023-12-31 | $691k | 2.3k | 295.67 |