Caterpillar shares owned by RPg Family Wealth Advisory
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by RPg Family Wealth Advisory
from 13F filings
Historical chart of RPg Family Wealth Advisory investment in Caterpillar
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Quarterly reported holdings in Caterpillar by RPg Family Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $202k | 190 | 1064.90 |
| 2019-03-31 | $79k | 580 | 135.49 |
| 2018-06-30 | $16k | 120 | 135.67 |
| 2017-12-31 | $17k | 105 | 157.57 |
| 2017-09-30 | $13k | 105 | 124.70 |
| 2017-06-30 | $11k | 105 | 107.46 |
| 2017-03-31 | $12k | 125 | 92.76 |
| 2016-12-31 | $13k | 139 | 92.73 |
| 2016-03-31 | $15k | 189 | 76.54 |
| 2015-12-31 | $12k | 170 | 67.96 |
More positions owned by RPg Family Wealth Advisory
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