Caterpillar shares owned by Secured Retirement Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Secured Retirement Advisors
from 13F filings
Historical chart of Secured Retirement Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Secured Retirement Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $2.7M | 7.3k | 366.43 |
2023-12-31 | $2.2M | 7.6k | 295.67 |
More positions owned by Secured Retirement Advisors
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