Caterpillar shares owned by Resurgent Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Resurgent Financial Advisors
from 13F filings
Historical chart of Resurgent Financial Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Resurgent Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $321k | 301 | 1066.27 |
| 2023-12-31 | $30k | 102 | 295.67 |
| 2023-09-30 | $30k | 111 | 273.00 |
| 2023-06-30 | $30k | 123 | 246.05 |
| 2023-03-31 | $31k | 135 | 228.84 |
| 2022-12-31 | $398k | 1.7k | 239.49 |
| 2022-09-30 | $270k | 1.6k | 163.84 |
| 2022-06-30 | $295k | 1.6k | 179.00 |
More positions owned by Resurgent Financial Advisors
View all positions for Resurgent Financial Advisors