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Caterpillar shares owned by Elevation Advisory Partners

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Elevation Advisory Partners from 13F filings

Historical chart of Elevation Advisory Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Elevation Advisory Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Elevation Advisory Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.0M 3.1k 638.98

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View all positions for Elevation Advisory Partners

Top funds holding Caterpillar

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View all funds holding Caterpillar