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Caterpillar shares owned by Optas

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

Historical chart of Optas investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Optas

Quarter filed Position value Share count Share price at filing
2024-03-31 $343k 936 366.33
2023-12-31 $278k 939 295.67
2023-09-30 $254k 931 273.00
2021-03-31 $692k 3.0k 230.09
2020-12-31 $1.1M 6.1k 185.84
2020-09-30 $1.0M 6.8k 148.23
2020-06-30 $786k 6.2k 126.89
2020-03-31 $320k 2.8k 115.94