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Caterpillar shares owned by Aventail Capital Group

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Aventail Capital Group from 13F filings

Historical chart of Aventail Capital Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Aventail Capital Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Aventail Capital Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $21M 44k 477.15
2025-06-30 $13M 34k 388.21