Caterpillar shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $11M | 39k | 295.63 |
| 2023-09-30 | $11M | 40k | 273.01 |
| 2023-06-30 | $9.4M | 38k | 246.06 |
| 2023-03-31 | $8.5M | 37k | 228.84 |
| 2022-12-31 | $9.3M | 39k | 239.56 |
| 2022-09-30 | $6.8M | 42k | 164.03 |
| 2022-06-30 | $3.6M | 20k | 178.62 |
| 2022-03-31 | $6.3M | 28k | 222.86 |