Caterpillar shares owned by Arbor Trust Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Arbor Trust Wealth Advisors
from 13F filings
Historical chart of Arbor Trust Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Arbor Trust Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 5.6k | 477.15 |
| 2025-06-30 | $2.2M | 5.8k | 388.21 |
| 2025-03-31 | $2.0M | 6.1k | 329.80 |
| 2024-12-31 | $2.4M | 6.5k | 362.76 |
| 2024-09-30 | $2.2M | 6.7k | 333.10 |
| 2024-06-30 | $2.2M | 6.7k | 333.10 |
| 2024-03-31 | $2.5M | 6.7k | 372.07 |
| 2023-12-31 | $2.0M | 6.7k | 295.67 |
| 2023-09-30 | $1.9M | 7.0k | 273.00 |
| 2023-06-30 | $1.7M | 6.9k | 246.05 |
| 2023-03-31 | $1.5M | 6.6k | 228.84 |
| 2022-12-31 | $1.3M | 5.6k | 239.56 |
| 2022-09-30 | $897k | 5.5k | 163.09 |
| 2022-06-30 | $1.0M | 5.8k | 178.70 |
| 2022-03-31 | $1.2M | 5.2k | 222.84 |
| 2021-12-31 | $1.2M | 5.6k | 206.80 |
| 2021-09-30 | $1.1M | 5.6k | 191.94 |
| 2021-06-30 | $1.2M | 5.6k | 217.55 |
| 2021-03-31 | $1.3M | 5.4k | 231.42 |
| 2020-12-31 | $855k | 4.7k | 181.91 |
| 2020-09-30 | $671k | 4.5k | 149.11 |
| 2020-06-30 | $576k | 4.6k | 126.59 |
| 2020-03-31 | $557k | 4.8k | 116.04 |
| 2019-12-31 | $868k | 5.9k | 147.72 |
More positions owned by Arbor Trust Wealth Advisors
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