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
Download as csv Download as ExcelQuarterly 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 |
More positions owned by Secured Retirement Advisors
View all positions for Secured Retirement Advisors