Caterpillar shares owned by Warren Street Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Warren Street Wealth Advisors
from 13F filings
Historical chart of Warren Street Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Warren Street Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $230k | 588 | 391.12 |
| 2024-03-31 | $566k | 1.5k | 366.51 |
| 2023-12-31 | $454k | 1.5k | 295.73 |
| 2023-09-30 | $405k | 1.5k | 273.06 |
| 2023-06-30 | $363k | 1.5k | 246.10 |
| 2023-03-31 | $316k | 1.4k | 228.89 |
| 2022-12-31 | $325k | 1.4k | 239.64 |
| 2022-09-30 | $209k | 1.3k | 163.79 |
| 2022-06-30 | $210k | 1.2k | 178.42 |
| 2022-03-31 | $244k | 1.1k | 222.63 |
| 2021-12-31 | $222k | 1.1k | 207.09 |
More positions owned by Warren Street Wealth Advisors
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