Catherine Avery Investment Management »

Caterpillar shares owned by Catherine Avery Investment Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Catherine Avery Investment Management from 13F filings

Historical chart of Catherine Avery Investment Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Catherine Avery Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Catherine Avery Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $87k 152 572.87
2025-09-30 $135k 283 477.15
2025-06-30 $112k 288 388.21
2025-03-31 $119k 360 329.80
2024-12-31 $3.0M 8.3k 362.76