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
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Quarterly reported holdings in Caterpillar by Arbor Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $884k | 2.4k | 362.76 |
| 2024-09-30 | $914k | 2.3k | 391.12 |
| 2024-06-30 | $779k | 2.3k | 333.10 |
| 2024-03-31 | $856k | 2.3k | 366.43 |
| 2023-12-31 | $691k | 2.3k | 295.67 |