Caterpillar shares owned by WR Wealth Planners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by WR Wealth Planners
from 13F filings
Historical chart of WR Wealth Planners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by WR Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $3.2M | 9.6k | 333.08 |
| 2024-03-31 | $3.8M | 10k | 366.41 |
| 2023-12-31 | $3.1M | 11k | 295.66 |
| 2023-09-30 | $2.9M | 11k | 272.99 |
| 2023-06-30 | $2.5M | 10k | 246.04 |
| 2023-03-31 | $1.8M | 7.7k | 228.83 |