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Caterpillar shares owned by Providence Wealth Advisors

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

Historical chart of Providence Wealth Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Providence Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.8M 12k 326.26
2024-03-31 $4.2M 12k 362.67
2023-09-30 $3.1M 12k 270.64
2023-06-30 $2.8M 11k 244.84
2023-03-31 $2.6M 12k 222.99
2022-12-31 $2.8M 12k 240.57
2022-09-30 $2.7M 12k 228.67
2022-06-30 $2.1M 12k 169.57
2022-03-31 $2.6M 12k 219.75
2021-12-31 $2.6M 12k 225.12
2021-09-30 $2.2M 12k 194.07
2021-06-30 $2.5M 12k 216.06
2021-03-31 $2.7M 12k 231.85
2020-12-31 $2.1M 12k 180.05
2020-09-30 $1.7M 12k 149.14
2020-06-30 $1.6M 13k 126.49
2020-03-31 $1.5M 13k 114.45
2019-12-31 $1.7M 12k 147.51
2019-09-30 $2.5M 20k 126.31
2019-06-30 $2.7M 20k 135.89
2019-03-31 $2.8M 20k 137.66
2018-12-31 $2.5M 20k 125.62
2018-09-30 $3.1M 20k 152.48
2018-06-30 $2.8M 21k 135.66
2018-03-31 $3.0M 21k 143.90