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

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Quarterly reported holdings in Caterpillar by Atria Investments

Quarter filed Position value Share count Share price at filing
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 $272k 15k 18.33
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