Caterpillar shares owned by Peterson Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Peterson Wealth Management
from 13F filings
Historical chart of Peterson Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Peterson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $577k | 1.7k | 329.74 |
| 2024-12-31 | $612k | 1.7k | 362.76 |
| 2024-09-30 | $627k | 1.6k | 391.12 |
| 2024-06-30 | $544k | 1.6k | 333.10 |
More positions owned by Peterson Wealth Management
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