Caterpillar shares owned by ARS Wealth Advisors Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by ARS Wealth Advisors Group
from 13F filings
Historical chart of ARS Wealth Advisors Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by ARS Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.1M | 5.7k | 362.77 |
| 2024-09-30 | $2.2M | 5.7k | 391.14 |
| 2024-06-30 | $1.8M | 5.3k | 333.11 |
| 2024-03-31 | $1.9M | 5.3k | 366.45 |
| 2023-12-31 | $1.6M | 5.3k | 295.68 |
| 2023-09-30 | $1.9M | 6.9k | 272.98 |
| 2023-06-30 | $2.0M | 8.0k | 246.08 |
| 2023-03-31 | $2.5M | 11k | 228.84 |
| 2022-12-31 | $6.0M | 25k | 239.56 |
| 2022-09-30 | $4.4M | 27k | 164.09 |
| 2022-06-30 | $4.6M | 26k | 178.76 |
| 2022-03-31 | $245k | 1.1k | 222.73 |
| 2021-12-31 | $228k | 1.1k | 206.33 |
| 2021-09-30 | $201k | 1.0k | 192.34 |