Caterpillar shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $218k | 606 | 359.88 |
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