Caterpillar shares owned by Guardian Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Guardian Wealth Management
from 13F filings
Historical chart of Guardian Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Guardian Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Guardian Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 2.3k | 477.21 |
| 2025-06-30 | $897k | 2.3k | 388.23 |
| 2025-03-31 | $764k | 2.3k | 329.89 |
| 2024-12-31 | $842k | 2.3k | 362.71 |
| 2024-09-30 | $916k | 2.3k | 391.12 |
| 2024-06-30 | $800k | 2.4k | 333.11 |
| 2024-03-31 | $791k | 2.2k | 366.36 |
| 2023-12-31 | $648k | 2.2k | 295.76 |
| 2023-09-30 | $454k | 1.7k | 273.01 |
| 2023-06-30 | $409k | 1.7k | 246.06 |
| 2023-03-31 | $388k | 1.7k | 228.84 |
| 2022-12-31 | $321k | 1.3k | 239.56 |
| 2022-09-30 | $221k | 1.3k | 164.07 |
| 2022-06-30 | $240k | 1.3k | 179.10 |
| 2022-03-31 | $297k | 1.3k | 222.64 |
| 2021-12-31 | $266k | 1.3k | 206.52 |
More positions owned by Guardian Wealth Management
View all positions for Guardian Wealth Management