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Caterpillar shares owned by Atala Financial

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

Historical chart of Atala Financial investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Atala Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $365k 765 477.15
2025-06-30 $297k 765 388.21
2025-03-31 $252k 765 329.80
2024-12-31 $278k 765 362.76