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Caterpillar shares owned by Atticus Wealth Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Atticus Wealth Management from 13F filings

Historical chart of Atticus Wealth Management investment in Caterpillar

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All positions including Caterpillar held by Atticus Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Atticus Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $220k 311 708.54
2025-06-30 $120k 310 388.21
2025-03-31 $101k 306 329.80
2024-12-31 $111k 306 362.76
2024-09-30 $121k 310 391.12
2024-06-30 $105k 316 333.10
2024-03-31 $113k 307 366.43
2023-12-31 $105k 356 295.67
2023-09-30 $88k 356 246.05
2023-06-30 $88k 356 246.05
2023-03-31 $84k 366 228.84
2022-12-31 $111k 463 239.59
2022-09-30 $85k 477 178.20
2022-06-30 $85k 477 178.20
2022-03-31 $8.0k 34 235.29
2021-12-31 $6.0k 30 200.00
2021-09-30 $10k 51 196.08
2021-06-30 $147k 674 218.10
2021-03-31 $158k 684 230.99
2020-12-31 $118k 650 181.54
2020-09-30 $97k 649 149.46
2019-12-31 $0 3 0.00