Caterpillar shares owned by Swan Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Swan Wealth Advisors
from 13F filings
Historical chart of Swan Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Swan Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $236k | 333 | 708.46 |
| 2025-06-30 | $299k | 770 | 388.21 |
| 2025-03-31 | $205k | 621 | 329.80 |