Caterpillar shares owned by Oak Harbor Wealth Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Oak Harbor Wealth Partners
from 13F filings
Historical chart of Oak Harbor Wealth Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Oak Harbor Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.5M | 18k | 366.44 |
| 2023-12-31 | $5.2M | 18k | 295.67 |
| 2023-09-30 | $4.8M | 18k | 273.00 |
| 2023-06-30 | $4.4M | 18k | 246.05 |
| 2023-03-31 | $4.1M | 18k | 228.85 |
| 2022-12-31 | $4.3M | 18k | 239.56 |
| 2022-09-30 | $2.9M | 18k | 164.10 |
| 2022-06-30 | $3.2M | 18k | 178.74 |
| 2022-03-31 | $4.0M | 18k | 222.80 |
| 2021-12-31 | $2.9M | 14k | 206.72 |
More positions owned by Oak Harbor Wealth Partners
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