Caterpillar shares owned by Cerro Pacific Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Cerro Pacific Wealth Advisors
from 13F filings
Historical chart of Cerro Pacific Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Cerro Pacific Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $276k | 578 | 477.15 |
| 2025-06-30 | $281k | 724 | 388.21 |
| 2025-03-31 | $276k | 762 | 362.76 |
| 2024-12-31 | $297k | 760 | 391.12 |
| 2024-09-30 | $252k | 755 | 333.10 |
| 2024-06-30 | $252k | 755 | 333.10 |
| 2023-03-31 | $212k | 925 | 228.84 |
| 2022-12-31 | $212k | 885 | 239.56 |
More positions owned by Cerro Pacific Wealth Advisors
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