Caterpillar shares owned by Private Ocean
Historical chart of Private Ocean investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Private Ocean
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $70k | 190 | 366.43 |
| 2023-12-31 | $46k | 154 | 295.67 |
| 2023-09-30 | $42k | 154 | 273.00 |
| 2023-06-30 | $165k | 672 | 246.05 |
| 2023-03-31 | $45k | 195 | 229.10 |
| 2022-12-31 | $36k | 149 | 238.32 |
| 2022-09-30 | $23k | 141 | 163.12 |
| 2022-06-30 | $25k | 143 | 174.83 |
| 2022-03-31 | $32k | 143 | 223.78 |
| 2021-12-31 | $29k | 141 | 205.67 |
| 2021-09-30 | $19k | 100 | 190.00 |
| 2021-06-30 | $87k | 400 | 217.50 |
| 2021-03-31 | $116k | 500 | 232.00 |
| 2020-12-31 | $91k | 500 | 182.00 |
| 2020-09-30 | $97k | 650 | 149.23 |
| 2020-06-30 | $50k | 400 | 125.00 |
| 2020-03-31 | $30k | 259 | 115.83 |
| 2019-12-31 | $24k | 159 | 150.94 |
| 2019-09-30 | $21k | 159 | 132.08 |
| 2019-06-30 | $21k | 159 | 132.08 |
| 2019-03-31 | $22k | 159 | 138.36 |
| 2018-03-31 | $14k | 101 | 138.61 |
| 2017-12-31 | $36k | 231 | 155.84 |