Caterpillar shares owned by Envestnet Portfolio Solutions
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Envestnet Portfolio Solutions
from 13F filings
Historical chart of Envestnet Portfolio Solutions investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Envestnet Portfolio Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $6.5M | 9.2k | 708.43 |
| 2025-12-31 | $6.7M | 12k | 572.87 |
| 2025-09-30 | $4.3M | 9.0k | 477.13 |
| 2025-06-30 | $3.5M | 9.1k | 388.20 |
| 2025-03-31 | $4.0M | 12k | 329.79 |
| 2024-12-31 | $5.3M | 15k | 362.76 |
| 2024-09-30 | $6.7M | 17k | 391.12 |
| 2024-06-30 | $6.2M | 19k | 333.10 |
| 2024-03-31 | $8.1M | 22k | 366.43 |
| 2023-12-31 | $10M | 34k | 295.67 |
More positions owned by Envestnet Portfolio Solutions
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