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Caterpillar shares owned by Oxinas Partners Wealth Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Oxinas Partners Wealth Management from 13F filings

Historical chart of Oxinas Partners Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Oxinas Partners Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Oxinas Partners Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $203k 554 366.58
2023-12-31 $225k 761 295.81
2023-09-30 $239k 875 273.14
2023-06-30 $215k 874 245.95
2022-03-31 $201k 903 222.59
2021-12-31 $342k 1.7k 206.52
2021-09-30 $240k 1.3k 191.69

More positions owned by Oxinas Partners Wealth Management

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Proshares Tr S&p 500 Dv Arist (NOBL)
Vanguard Whitehall Fds High Div Yld (VYM)
Alphabet Cap Stk Cl C (GOOG)
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR)
Ishares Tr High Yld Systm B (HYDB)
Hldgs (UAL)

View all positions for Oxinas Partners Wealth Management

Top funds holding Caterpillar

Vanguard Group
State Farm Mutual Automobile Insurance Company
Fisher Investments
Bill & Melinda Gates Foundation Trust
Norges Bank Investment Management
Susquehanna International
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group
Charles Schwab Investment Management
Amundi
Dimensional Fund Advisors
Royal Bank of Canada

View all funds holding Caterpillar