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Caterpillar shares owned by Aire Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Aire Advisors from 13F filings

Historical chart of Aire Advisors investment in Caterpillar

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All positions including Caterpillar held by Aire Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Aire Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.0M 9.1k 333.11
2024-03-31 $3.4M 9.3k 366.43
2023-12-31 $2.8M 9.3k 295.70
2023-09-30 $2.6M 9.7k 272.99
2023-06-30 $2.5M 10k 246.06
2023-03-31 $2.3M 10k 227.82
2022-12-31 $2.5M 10k 239.57
2022-09-30 $605k 3.7k 164.09
2022-06-30 $679k 3.8k 179.63
2022-03-31 $211k 947 222.81