Caterpillar shares owned by Valued Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Valued Wealth Advisors
from 13F filings
Historical chart of Valued Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Valued Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $51k | 139 | 363.07 |
| 2024-09-30 | $122k | 312 | 391.24 |
| 2024-06-30 | $120k | 359 | 333.16 |
| 2024-03-31 | $51k | 139 | 366.60 |