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Caterpillar shares owned by Covalis Capital

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Covalis Capital from 13F filings

Historical chart of Covalis Capital investment in Caterpillar

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All positions including Caterpillar held by Covalis Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Covalis Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $32M 55k 572.87
2025-09-30 $31M 66k 477.15
2025-06-30 $34M 87k 388.21