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
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Quarterly reported holdings in Caterpillar by Peterson Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $543k | 947 | 572.81 |
| 2025-09-30 | $409k | 840 | 486.59 |
| 2025-06-30 | $330k | 849 | 388.29 |
| 2025-03-31 | $213k | 760 | 280.12 |
| 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 |