Caterpillar shares owned by Peterson Wealth Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Peterson Wealth Services
from 13F filings
Historical chart of Peterson Wealth Services investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Peterson Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15k | 16k | 0.95 |
| 2025-06-30 | $6.6k | 17 | 388.24 |
| 2025-03-31 | $5.6k | 17 | 329.82 |
| 2024-12-31 | $6.2k | 17 | 362.76 |
| 2024-09-30 | $6.6k | 17 | 391.12 |