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
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All positions including Caterpillar held by Prentice Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Prentice Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $264k | 554 | 477.15 |
| 2025-06-30 | $383k | 987 | 388.21 |
| 2025-03-31 | $426k | 1.3k | 329.80 |
| 2024-12-31 | $437k | 1.2k | 362.76 |
| 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 |
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