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Caterpillar shares owned by Redmont Wealth Advisors

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

Historical chart of Redmont Wealth Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Redmont Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $47k 129 366.43
2022-12-31 $264k 1.1k 239.56
2022-03-31 $223k 1.0k 223.00
2021-12-31 $207k 1.0k 207.00

More positions owned by Redmont Wealth Advisors

Invesco S&p 500 Equal Weight Etf Etf (RSP)
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Ishares Preferred & Income Securities Etf Etf (PFF)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Avantis International Large Cap Value Etf Etf (AVIV)
Ishares Russell 2000 Value Etf Etf (IWN)
Capital Southwest Corp Cef (CSWC)
Ishares Select Dividend Etf Etf (DVY)
Invesco Qqq Trust Series I Etf (QQQ)
Superior Group Of Stock (SGC)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Encore Wire Corp Stock (WIRE)
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)
Jefferies Finl Group Stock (JEF)

View all positions for Redmont Wealth Advisors

Top funds holding Caterpillar

Vanguard Group
State Farm Mutual Automobile Insurance Company
Fisher Investments
Bill & Melinda Gates Foundation Trust
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group
Charles Schwab Investment Management
Amundi
Dimensional Fund Advisors
Royal Bank of Canada
Ubs Global Asset Management Americas

View all funds holding Caterpillar