Caterpillar shares owned by Polaris Wealth Advisers
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Polaris Wealth Advisers
from 13F filings
Historical chart of Polaris Wealth Advisers investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Polaris Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $275k | 1.0k | 273.01 |
| 2023-03-31 | $259k | 1.1k | 228.85 |
| 2022-12-31 | $8.7M | 35k | 250.73 |
| 2022-09-30 | $7.3M | 41k | 178.66 |
| 2022-06-30 | $766k | 4.3k | 178.72 |
| 2022-03-31 | $378k | 1.8k | 215.75 |
| 2021-12-31 | $323k | 1.6k | 206.65 |
| 2021-09-30 | $306k | 1.6k | 195.78 |
| 2021-06-30 | $15M | 67k | 216.71 |
| 2021-03-31 | $14M | 62k | 230.75 |
| 2020-12-31 | $11M | 54k | 194.27 |
| 2019-12-31 | $215k | 1.5k | 147.56 |
| 2019-03-31 | $22M | 158k | 140.25 |
| 2018-09-30 | $96k | 630 | 152.38 |
| 2018-03-31 | $78k | 529 | 147.45 |