Caterpillar shares owned by Athena Capital Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Athena Capital Advisors
from 13F filings
Historical chart of Athena Capital Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Athena Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-06-30 | $1.2M | 9.3k | 126.53 |
| 2020-03-31 | $1.1M | 9.2k | 115.99 |
| 2019-12-31 | $1.4M | 9.2k | 147.72 |
| 2019-09-30 | $933k | 7.4k | 126.34 |
| 2019-06-30 | $1.0M | 7.4k | 136.31 |
| 2019-03-31 | $1.2M | 8.3k | 147.40 |
| 2018-12-31 | $928k | 7.3k | 127.14 |
| 2018-09-30 | $1.1M | 7.2k | 152.46 |
| 2018-06-30 | $1.1M | 7.9k | 135.63 |
| 2018-03-31 | $1.2M | 8.3k | 147.41 |
| 2017-12-31 | $1.2M | 7.8k | 157.63 |
| 2017-09-30 | $944k | 7.6k | 124.67 |
| 2017-06-30 | $755k | 7.0k | 107.49 |
| 2017-03-31 | $661k | 7.1k | 92.82 |
| 2016-12-31 | $637k | 6.9k | 92.76 |
| 2016-06-30 | $512k | 6.8k | 75.85 |
| 2016-03-31 | $615k | 8.0k | 76.48 |
| 2015-12-31 | $540k | 8.0k | 67.92 |
| 2015-09-30 | $514k | 7.9k | 65.37 |
| 2015-06-30 | $660k | 7.8k | 84.76 |
| 2015-03-31 | $612k | 7.6k | 80.05 |
| 2014-12-31 | $694k | 7.6k | 91.52 |
| 2014-09-30 | $746k | 7.5k | 99.06 |
| 2014-06-30 | $758k | 7.0k | 108.74 |
| 2014-03-31 | $446k | 4.5k | 99.46 |
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