Caterpillar shares owned by Aprio Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Aprio Wealth Management
from 13F filings
Historical chart of Aprio Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Aprio Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Aprio Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $973k | 2.0k | 477.13 |
| 2025-06-30 | $699k | 1.8k | 388.31 |
| 2025-03-31 | $646k | 2.0k | 329.88 |
| 2024-12-31 | $687k | 1.9k | 362.73 |
| 2024-09-30 | $410k | 1.0k | 391.21 |
| 2024-06-30 | $292k | 878 | 332.91 |
| 2024-03-31 | $324k | 884 | 366.33 |
| 2023-12-31 | $240k | 811 | 295.63 |
| 2023-09-30 | $221k | 810 | 272.94 |