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Caterpillar shares owned by Platte River Wealth Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Platte River Wealth Advisors from 13F filings

Historical chart of Platte River Wealth Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Platte River Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Platte River Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $237k 605 391.12
2024-06-30 $311k 935 333.10
2024-03-31 $379k 1.0k 366.43
2021-12-31 $235k 1.1k 219.63

More positions owned by Platte River Wealth Advisors

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Rus 1000 Val Etf (IWD)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr National Mun Etf (MUB)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Eli Lilly & Co. (LLY)

View all positions for Platte River Wealth Advisors

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Ubs Global Asset Management Americas
Legal & General Group
Susquehanna International
Goldman Sachs Group

View all funds holding Caterpillar