Caterpillar shares owned by Oak Hill Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Oak Hill Wealth Advisors
from 13F filings
Historical chart of Oak Hill Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Oak Hill Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 2.2k | 477.15 |
| 2025-06-30 | $875k | 2.2k | 394.29 |
| 2025-03-31 | $649k | 2.0k | 329.80 |
| 2024-12-31 | $696k | 1.9k | 362.85 |
| 2024-09-30 | $659k | 1.7k | 391.23 |
| 2024-06-30 | $561k | 1.7k | 333.20 |
| 2024-03-31 | $696k | 1.9k | 366.52 |
| 2023-12-31 | $572k | 1.9k | 295.74 |
| 2023-09-30 | $661k | 2.4k | 273.06 |
| 2023-06-30 | $587k | 2.4k | 246.10 |
| 2023-03-31 | $545k | 2.4k | 228.89 |
| 2022-12-31 | $619k | 2.6k | 239.61 |