Caterpillar shares owned by Guardian Wealth Advisors, Llc / Nc
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Guardian Wealth Advisors, Llc / Nc
from 13F filings
Historical chart of Guardian Wealth Advisors, Llc / Nc investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Guardian Wealth Advisors, Llc / Nc consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by Guardian Wealth Advisors, Llc / Nc
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $604k | 2.2k | 273.05 |
2023-06-30 | $532k | 2.2k | 246.04 |
2023-03-31 | $496k | 2.2k | 228.88 |
2022-12-31 | $497k | 2.1k | 239.56 |
2022-09-30 | $317k | 1.9k | 164.16 |
2022-06-30 | $264k | 1.5k | 178.86 |
2022-03-31 | $382k | 1.7k | 223.00 |
More positions owned by Guardian Wealth Advisors, Llc / Nc
View all positions for Guardian Wealth Advisors, Llc / Nc