Caterpillar shares owned by Athena Investment Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Athena Investment Management
from 13F filings
Historical chart of Athena Investment Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Athena Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $711k | 1.5k | 477.15 |
| 2025-06-30 | $654k | 1.7k | 388.21 |
| 2025-03-31 | $555k | 1.7k | 329.80 |
| 2024-12-31 | $620k | 1.7k | 362.76 |
| 2024-09-30 | $722k | 1.8k | 391.12 |
| 2024-06-30 | $643k | 1.9k | 333.10 |
| 2024-03-31 | $717k | 2.0k | 366.43 |
| 2023-09-30 | $601k | 2.2k | 273.00 |
| 2023-06-30 | $568k | 2.3k | 246.05 |
| 2023-03-31 | $534k | 2.3k | 228.84 |
| 2022-12-31 | $560k | 2.3k | 239.56 |
| 2022-09-30 | $378k | 2.3k | 163.92 |
| 2022-06-30 | $400k | 2.2k | 178.89 |
| 2022-03-31 | $500k | 2.2k | 223.41 |
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