Caterpillar shares owned by Phoenix Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Phoenix Wealth Advisors
from 13F filings
Historical chart of Phoenix Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Phoenix Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $307k | 643 | 477.15 |
| 2021-09-30 | $70k | 364 | 192.31 |
| 2021-06-30 | $78k | 364 | 214.29 |
| 2021-03-31 | $85k | 364 | 233.52 |
| 2020-12-31 | $66k | 364 | 181.32 |