Caterpillar shares owned by Avitas Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Avitas Wealth Management
from 13F filings
Historical chart of Avitas Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Avitas Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.5M | 9.5k | 362.76 |
| 2024-09-30 | $3.7M | 9.5k | 391.12 |
| 2024-06-30 | $3.1M | 9.3k | 333.10 |
| 2024-03-31 | $3.4M | 9.3k | 366.43 |
| 2023-12-31 | $2.7M | 9.1k | 295.67 |
| 2023-09-30 | $2.4M | 8.8k | 273.00 |
| 2023-06-30 | $2.2M | 8.8k | 246.05 |
| 2023-03-31 | $2.0M | 8.7k | 228.84 |
| 2022-12-31 | $2.1M | 8.7k | 239.56 |
| 2022-09-30 | $1.0M | 6.3k | 164.09 |
| 2022-06-30 | $2.8M | 16k | 178.75 |
| 2022-03-31 | $2.9M | 13k | 222.86 |