Caterpillar shares owned by New Age Alpha Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by New Age Alpha Advisors
from 13F filings
Historical chart of New Age Alpha Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by New Age Alpha Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.9M | 19k | 477.15 |
| 2025-06-30 | $7.8M | 20k | 388.21 |
| 2025-03-31 | $6.8M | 21k | 329.80 |
| 2024-12-31 | $10M | 28k | 362.76 |