Caterpillar shares owned by Atria Investments
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Atria Investments
from 13F filings
Historical chart of Atria Investments investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Atria Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.0M | 19k | 477.16 |
| 2025-06-30 | $9.4M | 24k | 388.20 |
| 2025-03-31 | $11M | 32k | 329.80 |
| 2024-12-31 | $11M | 31k | 362.76 |
| 2024-09-30 | $13M | 34k | 391.12 |
| 2024-06-30 | $14M | 43k | 333.11 |
| 2024-03-31 | $17M | 46k | 366.35 |
| 2023-12-31 | $13M | 42k | 295.62 |
| 2023-09-30 | $12M | 44k | 272.97 |
| 2023-06-30 | $10M | 41k | 246.03 |
| 2023-03-31 | $9.5M | 42k | 228.84 |
| 2022-12-31 | $9.7M | 40k | 239.55 |
| 2022-09-30 | $6.0M | 37k | 164.08 |
| 2022-06-30 | $7.5M | 42k | 178.76 |
| 2022-03-31 | $11M | 50k | 222.81 |
| 2021-12-31 | $9.5M | 46k | 206.75 |
| 2021-09-30 | $8.0M | 42k | 191.96 |
| 2021-06-30 | $9.3M | 43k | 217.62 |
| 2021-03-31 | $10M | 44k | 231.87 |
| 2020-12-31 | $5.8M | 32k | 182.02 |
| 2020-09-30 | $4.2M | 28k | 149.13 |
| 2020-06-30 | $2.9M | 23k | 126.51 |
| 2019-12-31 | $2.9M | 19k | 147.66 |
| 2019-09-30 | $1.3M | 10k | 126.33 |
| 2019-06-30 | $1.2M | 10k | 116.30 |
| 2019-03-31 | $1.6M | 12k | 135.53 |
| 2018-12-31 | $812k | 6.4k | 127.09 |
| 2018-09-30 | $1.2M | 7.8k | 152.52 |
| 2018-06-30 | $1.4M | 10k | 135.63 |
| 2018-03-31 | $1.3M | 9.1k | 147.34 |
| 2017-12-31 | $1.1M | 6.7k | 157.51 |
| 2017-09-30 | $3.4M | 27k | 124.73 |
| 2017-06-30 | $3.1M | 29k | 107.47 |
| 2017-03-31 | $2.8M | 30k | 92.77 |
| 2016-12-31 | $2.0M | 21k | 92.73 |
| 2016-09-30 | $1.3M | 15k | 88.80 |
| 2016-06-30 | $857k | 11k | 76.77 |
| 2016-03-31 | $605k | 7.9k | 76.48 |
| 2015-09-30 | $3.5k | 229 | 15.30 |
| 2015-06-30 | $345k | 4.1k | 84.75 |
| 2015-03-31 | $359k | 4.5k | 79.97 |
| 2014-12-31 | $354k | 3.9k | 91.59 |
| 2014-09-30 | $398k | 4.0k | 99.08 |
| 2014-06-30 | $346k | 3.2k | 108.74 |
| 2014-03-31 | $323k | 3.2k | 99.48 |
| 2013-12-31 | $306k | 3.4k | 90.75 |
| 2013-09-30 | $299k | 3.6k | 83.43 |
| 2013-06-30 | $401k | 4.9k | 82.53 |
| 2012-09-30 | $427k | 5.0k | 86.14 |
| 2012-06-30 | $401k | 4.7k | 84.90 |
| 2012-03-31 | $508k | 4.8k | 106.48 |
| 2011-12-31 | $362k | 4.9k | 73.89 |