Caterpillar shares owned by Center for Wealth Management Advisory
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Center for Wealth Management Advisory
from 13F filings
Historical chart of Center for Wealth Management Advisory investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Center for Wealth Management Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $630k | 1.1k | 572.87 |
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