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
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Quarterly reported holdings in Caterpillar by Providence Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.9M | 11k | 524.47 |
| 2025-06-30 | $4.7M | 11k | 415.72 |
| 2025-03-31 | $3.7M | 11k | 329.50 |
| 2024-12-31 | $4.1M | 11k | 364.46 |
| 2024-09-30 | $4.5M | 12k | 388.29 |
| 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 |
More positions owned by Providence Wealth Advisors
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