Caterpillar shares owned by Wealth Alliance Advisory Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Wealth Alliance Advisory Group
from 13F filings
Historical chart of Wealth Alliance Advisory Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Wealth Alliance Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.5M | 4.1k | 362.75 |
| 2024-09-30 | $1.7M | 4.2k | 391.08 |
| 2024-06-30 | $1.3M | 3.9k | 333.12 |
| 2024-03-31 | $994k | 2.7k | 366.43 |
| 2023-12-31 | $203k | 685 | 295.67 |
| 2018-09-30 | $389k | 2.6k | 152.31 |
| 2018-06-30 | $340k | 2.5k | 135.78 |
| 2018-03-31 | $288k | 2.0k | 147.39 |
More positions owned by Wealth Alliance Advisory Group
View all positions for Wealth Alliance Advisory Group