Caterpillar shares owned by Secured Retirement Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Secured Retirement Advisors
from 13F filings
Historical chart of Secured Retirement Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Secured Retirement Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.5M | 2.6k | 572.87 |
| 2025-09-30 | $1.8M | 3.8k | 477.14 |
| 2025-06-30 | $1.6M | 4.0k | 388.19 |
| 2025-03-31 | $1.4M | 4.3k | 329.77 |
| 2024-12-31 | $4.3M | 12k | 362.77 |
| 2024-09-30 | $3.2M | 8.2k | 391.11 |
| 2024-06-30 | $2.6M | 7.9k | 333.09 |
| 2024-03-31 | $2.7M | 7.3k | 366.43 |
| 2023-12-31 | $2.2M | 7.6k | 295.67 |
More positions owned by Secured Retirement Advisors
View all positions for Secured Retirement Advisors