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Platte River Wealth Advisors, LLC

SEC CIK
0001802013
Latest filing
Oct 7, 2024

CAT holding history

Caterpillar Inc in every 13F filed by Platte River Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overviewAll 13F holders of CATFull Q3 2024 holdings

Shares (Q3 2024)
605
Value
$236.6K
% of portfolio
0.1%
Quarters held
4
Since Q4 2021
Holdings of CAT by Platte River Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2024605$236.6K0.1%−330−35.3%ReducedHolders
Q2 2024935$311.4K0.1%−100−9.7%ReducedHolders
Q1 20241,035$379.3K0.1%+1,035NewHolders
Q1 20220$00.0%−1,070−100.0%Sold outHolders
Q4 20211,070$235.0K0.1%+1,070NewHolders