Caterpillar shares owned by Guardian Wealth Advisors, Llc / Nc
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Guardian Wealth Advisors, Llc / Nc
from 13F filings
Historical chart of Guardian Wealth Advisors, Llc / Nc investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Guardian Wealth Advisors, Llc / Nc
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $790k | 2.0k | 391.16 |
| 2024-06-30 | $670k | 2.0k | 333.06 |
| 2024-03-31 | $756k | 2.1k | 366.48 |
| 2023-12-31 | $622k | 2.1k | 295.65 |
| 2023-09-30 | $604k | 2.2k | 273.05 |
| 2023-06-30 | $532k | 2.2k | 246.04 |
| 2023-03-31 | $496k | 2.2k | 228.88 |
| 2022-12-31 | $497k | 2.1k | 239.56 |
| 2022-09-30 | $317k | 1.9k | 164.16 |
| 2022-06-30 | $264k | 1.5k | 178.86 |
| 2022-03-31 | $382k | 1.7k | 223.00 |
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