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Caterpillar shares owned by Vivaldi Capital Management

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

Historical chart of Vivaldi Capital Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Vivaldi Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.7M 14k 477.13
2025-06-30 $6.4M 17k 388.21
2025-03-31 $5.5M 17k 329.80
2024-12-31 $6.8M 17k 394.51
2024-09-30 $243k 622 391.12
2020-12-31 $380k 2.1k 181.91
2020-09-30 $346k 2.0k 171.88