Caterpillar shares owned by Avantra Family Wealth
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Avantra Family Wealth
from 13F filings
Historical chart of Avantra Family Wealth investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Avantra Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $432k | 905 | 477.15 |
| 2025-06-30 | $351k | 905 | 388.21 |
| 2025-03-31 | $299k | 905 | 329.80 |
| 2024-12-31 | $328k | 905 | 362.76 |