Caterpillar shares owned by Aventura Private Wealth
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Aventura Private Wealth
from 13F filings
Historical chart of Aventura Private Wealth investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Aventura Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $592k | 1.0k | 572.94 |
| 2025-09-30 | $488k | 1.0k | 477.19 |
| 2025-06-30 | $372k | 957 | 388.24 |
| 2025-03-31 | $304k | 921 | 329.81 |
| 2024-12-31 | $331k | 913 | 362.76 |