Caterpillar shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $517k | 1.0k | 495.38 |
| 2025-06-30 | $405k | 1.0k | 394.29 |
| 2025-03-31 | $295k | 1.0k | 293.45 |
| 2024-12-31 | $284k | 810 | 351.00 |
| 2024-09-30 | $329k | 835 | 393.62 |
| 2024-06-30 | $219k | 666 | 328.48 |
| 2024-03-31 | $218k | 606 | 359.88 |
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