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Caterpillar shares owned by Platte River Wealth Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Platte River Wealth Advisors from 13F filings

Historical chart of Platte River Wealth Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Platte River Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Platte River Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $379k 1.0k 366.43
2021-12-31 $235k 1.1k 219.63

More positions owned by Platte River Wealth Advisors

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Bd Index Fds Intermed Term (BIV)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr National Mun Etf (MUB)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Ishares Tr Ibonds Dec2026 (IBDR)

View all positions for Platte River Wealth Advisors

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Northern Trust
FMR
Susquehanna International
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group

View all funds holding Caterpillar