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 csvQuarterly 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 |
More positions owned by Catherine Avery Investment Management
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