Caterpillar shares owned by Charter Oak Capital Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Charter Oak Capital Management
from 13F filings
Historical chart of Charter Oak Capital Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Charter Oak Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $654k | 1.4k | 477.19 |
| 2025-06-30 | $614k | 1.6k | 388.29 |
| 2025-03-31 | $584k | 1.8k | 329.86 |
| 2024-12-31 | $635k | 1.8k | 362.82 |
| 2024-09-30 | $684k | 1.7k | 391.23 |
| 2024-06-30 | $478k | 1.4k | 333.19 |
| 2024-03-31 | $627k | 1.7k | 366.53 |
| 2023-12-31 | $458k | 1.5k | 295.76 |
| 2023-09-30 | $422k | 1.5k | 273.00 |
| 2023-06-30 | $380k | 1.5k | 246.02 |
| 2023-03-31 | $353k | 1.5k | 228.86 |
| 2022-12-31 | $368k | 1.5k | 239.54 |
| 2022-09-30 | $253k | 1.5k | 163.97 |
| 2022-06-30 | $279k | 1.6k | 178.85 |
| 2022-03-31 | $347k | 1.6k | 222.86 |
| 2021-12-31 | $319k | 1.5k | 206.61 |
| 2021-09-30 | $276k | 1.4k | 192.20 |
| 2021-06-30 | $312k | 1.4k | 217.57 |
| 2021-03-31 | $332k | 1.4k | 232.01 |
| 2020-12-31 | $260k | 1.4k | 181.69 |
More positions owned by Charter Oak Capital Management
View all positions for Charter Oak Capital Management