Caterpillar shares owned by Peterson Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Peterson Wealth Advisors
from 13F filings
Historical chart of Peterson Wealth Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Peterson 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 Peterson Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $288k | 792 | 363.74 |
| 2024-09-30 | $394k | 1.0k | 391.24 |
| 2024-06-30 | $350k | 1.1k | 333.13 |
| 2024-03-31 | $384k | 1.0k | 366.58 |
| 2023-12-31 | $309k | 1.0k | 295.79 |
| 2023-09-30 | $284k | 1.0k | 272.90 |
| 2023-06-30 | $271k | 1.1k | 247.39 |
| 2023-03-31 | $241k | 1.1k | 228.84 |
| 2022-12-31 | $236k | 987 | 239.56 |