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Caterpillar shares owned by Prentice Wealth Management

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

Historical chart of Prentice Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Prentice Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $427k 1.1k 391.12
2022-03-31 $201k 904 222.35
2021-09-30 $169k 879 192.26
2021-06-30 $190k 872 217.89
2021-03-31 $155k 669 231.69

More positions owned by Prentice Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Franklin Templeton Etf Tr High Yield Corp (FLHY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Specialized Funds Div App Etf (VIG)
Columbia Etf Tr I Diversifid Fxd (DIAL)
Spdr Ser Tr Portfli Tips Etf (SPIP)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Blackrock Etf Trust Ii High Yld Muni In (HYMU)
Spdr Ser Tr Nuveen Bloomberg (HYMB)

View all positions for Prentice Wealth Management

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