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
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Quarterly reported holdings in Caterpillar by Precision Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $725k | 1.5k | 477.17 |
| 2025-06-30 | $1.3M | 3.5k | 388.22 |
| 2025-03-31 | $414k | 1.3k | 329.81 |
| 2024-12-31 | $383k | 1.1k | 362.77 |
| 2024-09-30 | $377k | 963 | 391.13 |
| 2024-06-30 | $293k | 878 | 333.11 |
| 2024-03-31 | $217k | 592 | 366.44 |
More positions owned by Precision Wealth Strategies
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