Caterpillar shares owned by Avalon Advisors
Historical chart of Avalon Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Avalon Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $12M | 53k | 228.84 |
| 2022-12-31 | $652k | 2.7k | 239.53 |
| 2022-09-30 | $402k | 2.5k | 163.88 |
| 2022-06-30 | $490k | 2.7k | 178.77 |
| 2022-03-31 | $629k | 2.8k | 222.89 |
| 2021-12-31 | $9.7M | 47k | 206.74 |
| 2021-09-30 | $9.6M | 50k | 191.96 |
| 2021-06-30 | $18M | 85k | 217.63 |
| 2021-03-31 | $20M | 86k | 231.88 |
| 2020-12-31 | $16M | 85k | 182.02 |
| 2020-09-30 | $13M | 84k | 149.15 |
| 2020-06-30 | $294k | 2.3k | 126.51 |
| 2020-03-31 | $332k | 2.9k | 115.92 |
| 2019-12-31 | $15M | 102k | 147.68 |
| 2019-09-30 | $14M | 107k | 126.31 |
| 2019-06-30 | $16M | 116k | 136.29 |
| 2019-03-31 | $13M | 92k | 135.49 |
| 2018-12-31 | $12M | 93k | 127.07 |
| 2018-09-30 | $10M | 68k | 152.50 |
| 2018-06-30 | $9.3M | 69k | 135.66 |
| 2018-03-31 | $10M | 70k | 147.37 |
| 2017-12-31 | $11M | 71k | 157.58 |
| 2017-09-30 | $8.9M | 72k | 124.71 |
| 2017-06-30 | $7.9M | 73k | 107.46 |
| 2017-03-31 | $6.9M | 74k | 92.76 |
| 2016-12-31 | $10M | 108k | 92.74 |
| 2016-09-30 | $10M | 114k | 88.77 |
| 2015-06-30 | $11M | 124k | 84.82 |
| 2013-12-31 | $219k | 2.4k | 90.87 |
| 2013-09-30 | $570k | 6.8k | 83.39 |
| 2013-06-30 | $8.1M | 98k | 82.49 |
| 2013-03-31 | $8.7M | 100k | 86.97 |
| 2012-12-31 | $8.9M | 99k | 89.61 |
| 2012-09-30 | $11M | 133k | 86.04 |
| 2012-06-30 | $15M | 178k | 84.91 |
| 2012-03-31 | $20M | 190k | 106.52 |
| 2011-12-31 | $19M | 211k | 90.60 |
| 2011-09-30 | $15M | 206k | 73.84 |
| 2011-06-30 | $23M | 215k | 106.46 |
| 2011-03-31 | $28M | 247k | 111.35 |
| 2010-12-31 | $24M | 252k | 93.66 |