Caterpillar shares owned by Spartan Wealth Advisory Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Spartan Wealth Advisory Services
from 13F filings
Historical chart of Spartan Wealth Advisory Services investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Spartan Wealth Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $13M | 12k | 1064.87 |
| 2026-03-31 | $8.0M | 11k | 708.46 |
More positions owned by Spartan Wealth Advisory Services
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