Caterpillar shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.3M | 3.6k | 362.76 |
| 2024-09-30 | $1.4M | 3.6k | 391.12 |
| 2024-06-30 | $1.4M | 4.1k | 333.10 |
| 2024-03-31 | $1.5M | 4.1k | 366.43 |
| 2023-12-31 | $1.2M | 4.1k | 295.67 |
| 2023-09-30 | $1.1M | 4.1k | 273.00 |
| 2023-06-30 | $1.0M | 4.1k | 246.05 |
| 2023-03-31 | $934k | 4.1k | 228.84 |
| 2022-12-31 | $954k | 4.0k | 239.56 |
| 2022-09-30 | $653k | 4.0k | 164.03 |
| 2022-06-30 | $712k | 4.0k | 178.85 |
| 2022-03-31 | $687k | 3.1k | 222.98 |
| 2021-12-31 | $611k | 3.0k | 206.77 |
| 2021-09-30 | $568k | 3.0k | 191.96 |
| 2021-06-30 | $644k | 3.0k | 217.64 |
| 2021-03-31 | $686k | 3.0k | 231.84 |
| 2020-12-31 | $553k | 3.0k | 181.97 |