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Caterpillar shares owned by Financial Network Wealth Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Financial Network Wealth Advisors from 13F filings

Historical chart of Financial Network Wealth Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Financial Network Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Financial Network Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $74k 69 1064.90
2026-03-31 $54k 76 708.46
2025-12-31 $44k 76 572.87
2025-09-30 $44k 92 477.15
2025-06-30 $47k 121 388.21
2025-03-31 $38k 114 329.80
2024-12-31 $36k 100 362.76
2024-09-30 $246k 629 391.12
2024-06-30 $210k 630 333.09