Caterpillar shares owned by Perryman Financial Advisory Inc /ad
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Perryman Financial Advisory Inc /ad
from 13F filings
Historical chart of Perryman Financial Advisory Inc /ad investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Perryman Financial Advisory Inc /ad consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Perryman Financial Advisory Inc /ad
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $7.4M | 10k | 708.45 |
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