Caterpillar shares owned by Flagship Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Flagship Wealth Advisors
from 13F filings
Historical chart of Flagship Wealth Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Flagship Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Flagship Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $35k | 73 | 477.15 |
| 2025-06-30 | $28k | 73 | 388.21 |
| 2025-03-31 | $24k | 73 | 329.79 |
| 2024-12-31 | $27k | 73 | 362.75 |