Caterpillar shares owned by Oakmont Partners
Historical chart of Oakmont Partners investment in Caterpillar
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All positions including Caterpillar held by Oakmont Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Oakmont Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $22M | 61k | 366.43 |
| 2023-12-31 | $16M | 54k | 295.67 |
| 2023-09-30 | $10M | 38k | 273.00 |
| 2023-06-30 | $9.2M | 37k | 246.05 |
| 2023-03-31 | $15M | 66k | 228.84 |
| 2022-12-31 | $4.9M | 20k | 239.56 |
| 2022-09-30 | $3.4M | 21k | 164.28 |
| 2022-06-30 | $428k | 2.4k | 178.83 |
| 2022-03-31 | $405k | 1.8k | 222.79 |
| 2020-12-31 | $1.3M | 6.9k | 182.08 |
| 2019-03-31 | $308k | 2.3k | 135.56 |
| 2018-12-31 | $203k | 1.3k | 152.52 |
| 2018-09-30 | $203k | 1.3k | 152.52 |
| 2018-06-30 | $1.3M | 9.8k | 135.65 |
| 2018-03-31 | $411k | 2.8k | 147.52 |
| 2017-12-31 | $387k | 2.5k | 157.57 |