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Caterpillar shares owned by Precision Wealth Strategies

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Precision Wealth Strategies from 13F filings

Historical chart of Precision Wealth Strategies investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Precision Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Precision Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $217k 592 366.44

More positions owned by Precision Wealth Strategies

Belpointe Prep Unit Rp Ltd Lb A (OZ)
Pimco Etf Tr Multisector Bd (PYLD)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Angel Oak Funds Trust Income Etf (CARY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Pimco Etf Tr Ultra Short Govt (BILZ)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)
Ishares Tr Short Treas Bd (SHV)
General Electric Com New (GE)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Netflix (NFLX)

View all positions for Precision Wealth Strategies

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