Caterpillar shares owned by Chico Wealth RIA
Historical chart of Chico Wealth RIA investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Chico Wealth RIA
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $538k | 1.1k | 476.96 |
| 2025-06-30 | $360k | 926 | 388.21 |
| 2025-03-31 | $247k | 749 | 329.80 |
| 2024-12-31 | $272k | 749 | 362.76 |
| 2024-09-30 | $358k | 915 | 391.12 |
| 2024-06-30 | $305k | 915 | 333.10 |
| 2024-03-31 | $355k | 969 | 366.43 |
| 2023-12-31 | $243k | 823 | 295.67 |