Caterpillar shares owned by Crown Oak Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Crown Oak Advisors
from 13F filings
Historical chart of Crown Oak Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Crown Oak Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Crown Oak Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.2M | 6.0k | 362.76 |
| 2024-09-30 | $2.3M | 6.0k | 391.12 |
| 2024-06-30 | $2.0M | 6.0k | 333.10 |
| 2024-03-31 | $2.2M | 6.0k | 366.43 |
| 2023-12-31 | $1.8M | 6.0k | 295.67 |