Caterpillar shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors investment in Caterpillar
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.1M | 3.1k | 366.41 |
2023-12-31 | $974k | 3.3k | 295.68 |
2023-09-30 | $872k | 3.2k | 273.02 |
2023-06-30 | $803k | 3.3k | 246.02 |
2023-03-31 | $868k | 3.8k | 228.84 |
2022-12-31 | $936k | 3.9k | 239.51 |
2022-09-30 | $501k | 3.1k | 164.21 |
2022-06-30 | $585k | 3.3k | 178.63 |
2022-03-31 | $905k | 4.1k | 222.80 |
2021-12-31 | $794k | 3.8k | 206.72 |
2021-09-30 | $732k | 3.8k | 191.92 |
2021-06-30 | $754k | 3.5k | 217.73 |
2021-03-31 | $942k | 4.1k | 231.73 |
2020-12-31 | $754k | 4.1k | 182.04 |
2020-09-30 | $769k | 5.2k | 149.15 |
2020-06-30 | $575k | 4.5k | 126.57 |
2020-03-31 | $527k | 4.5k | 116.10 |
2019-12-31 | $681k | 4.6k | 147.72 |