Caterpillar shares owned by Regent Peak Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Regent Peak Wealth Advisors
from 13F filings
Historical chart of Regent Peak Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Regent Peak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $570k | 1.6k | 362.76 |
| 2024-09-30 | $607k | 1.6k | 391.12 |
| 2024-06-30 | $525k | 1.6k | 333.10 |
| 2024-03-31 | $579k | 1.6k | 366.43 |
| 2023-12-31 | $464k | 1.6k | 295.67 |
| 2023-09-30 | $426k | 1.6k | 273.00 |
| 2023-06-30 | $374k | 1.5k | 246.05 |
| 2023-03-31 | $363k | 1.6k | 228.84 |
| 2022-12-31 | $394k | 1.6k | 239.52 |
| 2022-09-30 | $267k | 1.6k | 163.60 |
| 2022-06-30 | $298k | 1.7k | 178.66 |
| 2022-03-31 | $366k | 1.6k | 222.63 |
| 2021-12-31 | $328k | 1.6k | 206.68 |
| 2021-09-30 | $303k | 1.6k | 192.14 |
| 2021-06-30 | $327k | 1.6k | 206.44 |
| 2021-03-31 | $339k | 1.5k | 231.24 |
| 2020-12-31 | $257k | 1.4k | 182.14 |
| 2020-09-30 | $204k | 1.4k | 148.80 |
More positions owned by Regent Peak Wealth Advisors
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