Ownership history in Chico Wealth RIA · 9 quarters on record
This page tracks every 13F SEC filing in which Chico Wealth RIA reported a position in CATERPILLAR INC (CAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,153 | +26 | +2.3% | 0.43% | $660K | $571.53 |
| 2025 Q3 | ADDED | 1,127 | +201 | +21.7% | 0.37% | $538K | $474.67 |
| 2025 Q2 | ADDED | 926 | +177 | +23.6% | 0.28% | $359K | $384.78 |
| 2025 Q1 | UNCHANGED | 749 | — | 0% | 0.21% | $247K | $325.32 |
| 2024 Q4 | REDUCED | 749 | -166 | -18.1% | 0.24% | $272K | $356.53 |
| 2024 Q3 | UNCHANGED | 915 | — | 0% | 0.31% | $358K | $383.03 |
| 2024 Q2 | REDUCED | 915 | -54 | -5.6% | 0.28% | $305K | $324.88 |
| 2024 Q1 | ADDED | 969 | +146 | +17.7% | 0.34% | $355K | $356.09 |
| 2023 Q4 | INITIATED | 823 | — | — | 0.25% | $243K | — |
As of 2025 Q4 — sorted by position size