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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Secured Retirement Advisors

Quarter filed Position value Share count Share price at filing
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