Caterpillar shares owned by Avalon Trust
Historical chart of Avalon Trust investment in Caterpillar
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All positions including Caterpillar held by Avalon Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Avalon Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $181k | 379 | 477.15 |
| 2025-06-30 | $163k | 421 | 388.21 |
| 2025-03-31 | $172k | 521 | 329.80 |
| 2024-12-31 | $169k | 467 | 362.76 |
| 2024-09-30 | $183k | 467 | 391.12 |
| 2024-06-30 | $260k | 780 | 333.10 |
| 2024-03-31 | $286k | 780 | 366.43 |
| 2023-12-31 | $142k | 480 | 295.67 |
| 2023-09-30 | $214k | 784 | 273.00 |
| 2023-06-30 | $193k | 784 | 246.05 |
| 2023-03-31 | $179k | 784 | 228.84 |