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 |
|---|---|---|---|
| 2024-09-30 | $795k | 2.0k | 391.06 |
| 2024-06-30 | $318k | 954 | 332.96 |