Caterpillar shares owned by Aviso Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Aviso Wealth Management
from 13F filings
Historical chart of Aviso Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Aviso Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 2.8k | 477.19 |
| 2025-06-30 | $1.1M | 2.8k | 388.20 |
| 2025-03-31 | $863k | 2.6k | 329.82 |
| 2024-12-31 | $739k | 2.0k | 362.85 |
| 2024-09-30 | $795k | 2.0k | 391.06 |
| 2024-06-30 | $318k | 954 | 332.96 |