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Caterpillar shares owned by Precision Wealth Strategies

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Precision Wealth Strategies from 13F filings

Historical chart of Precision Wealth Strategies investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Precision Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Precision Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $377k 963 391.13
2024-06-30 $293k 878 333.11
2024-03-31 $217k 592 366.44

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Belpointe Prep Unit Rp Ltd Lb A (OZ)
Pimco Etf Tr Multisector Bd (PYLD)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Meta Platforms Cl A (META)
Angel Oak Funds Trust Income Etf (CARY)
Ge Aerospace Com New (GE)
Netflix (NFLX)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Broadcom (AVGO)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Precision Wealth Strategies

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Northern Trust
Bank of America Corporation
Goldman Sachs Group
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar