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Caterpillar shares owned by Tower Wealth Partners

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Tower Wealth Partners from 13F filings

Historical chart of Tower Wealth Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Tower Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Tower Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $382k 1.0k 366.43
2023-12-31 $273k 922 295.67
2021-12-31 $202k 975 207.18
2020-12-31 $245k 1.3k 182.16

More positions owned by Tower Wealth Partners

Victory Portfolios Ii Victoryshs Us (VSMV)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Global 100 Etf (IOO)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Dbx Etf Tr Xtrack Msci Emrg (DBEM)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
Procter & Gamble Company (PG)

View all positions for Tower Wealth Partners

Top funds holding Caterpillar

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View all funds holding Caterpillar