Caterpillar shares owned by ARS Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by ARS Wealth Advisors
from 13F filings
Historical chart of ARS Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by ARS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $206k | 945 | 217.99 |
| 2021-03-31 | $254k | 1.1k | 231.96 |
| 2020-12-31 | $222k | 1.2k | 181.97 |
| 2019-12-31 | $524k | 3.6k | 147.61 |
| 2019-09-30 | $512k | 4.1k | 126.42 |
| 2019-06-30 | $552k | 4.1k | 136.30 |
| 2019-03-31 | $481k | 3.6k | 135.49 |
| 2018-12-31 | $579k | 4.6k | 127.00 |
| 2018-09-30 | $688k | 4.5k | 152.58 |
| 2018-06-30 | $612k | 4.5k | 135.73 |
| 2018-03-31 | $702k | 4.8k | 147.32 |
| 2017-12-31 | $894k | 5.7k | 157.53 |
| 2017-09-30 | $772k | 6.2k | 124.74 |
| 2017-06-30 | $357k | 3.3k | 107.34 |
| 2017-03-31 | $308k | 3.3k | 92.63 |
| 2014-06-30 | $241k | 2.2k | 108.51 |
| 2014-03-31 | $231k | 2.3k | 99.53 |
| 2013-12-31 | $218k | 2.4k | 90.61 |