Caterpillar shares owned by Brandywine Oak Private Wealth
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Brandywine Oak Private Wealth
from 13F filings
Historical chart of Brandywine Oak Private Wealth investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Brandywine Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $276k | 761 | 362.80 |
| 2024-09-30 | $297k | 760 | 391.12 |
| 2024-06-30 | $220k | 660 | 333.10 |
| 2024-03-31 | $242k | 660 | 366.43 |
| 2021-09-30 | $210k | 1.1k | 191.96 |
| 2021-06-30 | $238k | 1.1k | 217.55 |
| 2021-03-31 | $220k | 950 | 231.58 |
| 2018-12-31 | $38k | 300 | 126.67 |
More positions owned by Brandywine Oak Private Wealth
View all positions for Brandywine Oak Private Wealth