Caterpillar shares owned by Provence Wealth Management Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Provence Wealth Management Group
from 13F filings
Historical chart of Provence Wealth Management Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Provence Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $673k | 2.3k | 295.67 |
| 2023-09-30 | $529k | 1.9k | 273.00 |
| 2023-06-30 | $408k | 1.7k | 246.05 |
| 2023-03-31 | $303k | 1.3k | 228.84 |
| 2022-12-31 | $240k | 1.0k | 239.56 |
More positions owned by Provence Wealth Management Group
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