Caterpillar shares owned by Compass Ion Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Compass Ion Advisors
from 13F filings
Historical chart of Compass Ion Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Compass Ion Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 2.9k | 477.11 |
| 2025-06-30 | $1.1M | 2.9k | 388.19 |
| 2025-03-31 | $941k | 2.9k | 329.79 |
| 2024-12-31 | $1.1M | 3.0k | 362.74 |
| 2024-09-30 | $1.2M | 3.0k | 391.06 |
| 2024-06-30 | $1.0M | 2.8k | 366.41 |
| 2024-03-31 | $1.0M | 2.8k | 366.41 |
| 2023-12-31 | $839k | 2.8k | 295.72 |
| 2023-09-30 | $805k | 3.0k | 272.97 |