Caterpillar shares owned by Pinnacle Wealth Management Advisory
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Pinnacle Wealth Management Advisory
from 13F filings
Historical chart of Pinnacle Wealth Management Advisory investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Pinnacle Wealth Management Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 7.9k | 477.13 |
| 2025-06-30 | $2.8M | 7.2k | 388.19 |
| 2025-03-31 | $2.0M | 6.1k | 329.78 |
| 2024-12-31 | $2.0M | 5.7k | 362.79 |
| 2024-09-30 | $1.9M | 4.9k | 391.16 |
| 2024-06-30 | $1.5M | 4.6k | 333.14 |
| 2024-03-31 | $1.3M | 3.6k | 366.48 |
| 2023-12-31 | $1.1M | 3.6k | 295.71 |
| 2023-09-30 | $1.0M | 3.7k | 273.03 |
| 2023-06-30 | $854k | 3.5k | 246.08 |
| 2023-03-31 | $835k | 3.6k | 228.87 |
| 2022-12-31 | $971k | 4.1k | 239.59 |
| 2022-09-30 | $561k | 3.4k | 163.99 |
| 2022-06-30 | $662k | 3.7k | 178.87 |
| 2022-03-31 | $747k | 3.4k | 222.79 |
| 2021-12-31 | $651k | 3.1k | 206.80 |
| 2021-09-30 | $329k | 1.7k | 191.95 |
| 2021-06-30 | $373k | 1.7k | 217.62 |
| 2021-03-31 | $394k | 1.7k | 232.04 |
| 2020-12-31 | $309k | 1.7k | 181.98 |
| 2020-09-30 | $268k | 1.8k | 149.05 |
| 2020-06-30 | $203k | 1.6k | 126.24 |
| 2019-12-31 | $204k | 1.4k | 147.51 |
| 2018-09-30 | $215k | 1.4k | 152.70 |
| 2017-12-31 | $202k | 1.3k | 157.44 |
| 2015-06-30 | $349k | 4.1k | 84.85 |
| 2015-03-31 | $297k | 3.7k | 79.99 |
| 2014-12-31 | $307k | 3.4k | 91.48 |
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