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Caterpillar shares owned by Invst

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

Historical chart of Invst investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Invst

Quarter filed Position value Share count Share price at filing
2025-06-30 $297k 765 388.21
2025-03-31 $354k 1.1k 329.80
2024-12-31 $240k 663 362.67
2024-09-30 $255k 651 391.02
2024-06-30 $229k 696 329.00