Caterpillar shares owned by Atlantic Private Wealth
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Atlantic Private Wealth
from 13F filings
Historical chart of Atlantic Private Wealth investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Atlantic Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $103k | 216 | 476.16 |
| 2025-06-30 | $83k | 215 | 387.80 |
| 2025-03-31 | $71k | 214 | 329.67 |
| 2024-12-31 | $77k | 213 | 362.86 |
| 2024-09-30 | $83k | 212 | 391.63 |
| 2024-06-30 | $70k | 211 | 333.75 |
| 2024-03-31 | $77k | 211 | 365.80 |
| 2023-12-31 | $62k | 210 | 295.37 |
| 2023-09-30 | $57k | 209 | 272.60 |
| 2023-06-30 | $51k | 208 | 245.72 |
| 2023-03-31 | $47k | 207 | 228.34 |