Live Oak Investment Partners »

Caterpillar shares owned by Live Oak Investment Partners

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Live Oak Investment Partners from 13F filings

Historical chart of Live Oak Investment Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Live Oak Investment Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Live Oak Investment Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $992k 2.5k 391.15
2024-06-30 $877k 2.6k 333.10
2023-12-31 $792k 2.7k 295.67
2023-09-30 $747k 2.7k 273.00
2023-06-30 $668k 2.7k 246.04
2023-03-31 $633k 2.8k 228.83
2022-12-31 $644k 2.7k 239.50