Caterpillar shares owned by Paces Ferry Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Paces Ferry Wealth Advisors
from 13F filings
Historical chart of Paces Ferry Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Paces Ferry Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $306k | 642 | 476.90 |
| 2025-06-30 | $255k | 658 | 388.02 |
| 2025-03-31 | $226k | 685 | 329.64 |
| 2024-12-31 | $254k | 700 | 362.59 |
| 2024-09-30 | $282k | 721 | 390.94 |
| 2024-06-30 | $241k | 723 | 332.95 |
| 2024-03-31 | $266k | 727 | 366.26 |
| 2023-12-31 | $231k | 780 | 295.54 |
| 2023-09-30 | $206k | 753 | 272.88 |
| 2022-12-31 | $203k | 846 | 239.47 |
| 2022-03-31 | $222k | 996 | 222.89 |
| 2021-09-30 | $202k | 1.1k | 191.83 |
| 2021-06-30 | $247k | 1.1k | 217.81 |
| 2021-03-31 | $255k | 1.1k | 231.61 |
| 2020-12-31 | $200k | 1.1k | 181.82 |
| 2020-09-30 | $165k | 1.1k | 149.19 |
More positions owned by Paces Ferry Wealth Advisors
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