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Caterpillar shares owned by Oakworth Capital

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Oakworth Capital from 13F filings

Historical chart of Oakworth Capital investment in Caterpillar

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All positions including Caterpillar held by Oakworth Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Oakworth Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $835k 2.1k 391.12
2024-06-30 $711k 2.1k 333.10
2024-03-31 $782k 2.1k 366.43
2023-12-31 $631k 2.1k 295.67
2023-09-30 $337k 1.2k 273.00
2023-06-30 $304k 1.2k 246.05
2023-03-31 $260k 1.1k 228.84
2022-12-31 $272k 1.1k 239.56
2022-09-30 $189k 1.2k 163.92
2022-06-30 $203k 1.1k 178.85
2022-03-31 $253k 1.1k 222.91
2021-12-31 $235k 1.1k 207.05
2021-09-30 $218k 1.1k 192.07
2021-06-30 $247k 1.1k 217.62
2021-03-31 $269k 1.2k 231.50
2020-12-31 $212k 1.2k 182.44
2020-09-30 $162k 1.1k 149.03
2020-06-30 $102k 808 126.24
2020-03-31 $94k 808 116.34
2019-12-31 $131k 888 147.52
2019-09-30 $112k 888 126.13
2019-06-30 $122k 888 136.79
2019-03-31 $109k 808 134.90
2018-12-31 $93k 728 127.75
2018-09-30 $50k 327 152.91
2018-06-30 $44k 327 134.56
2018-03-31 $47k 327 143.73
2017-12-31 $47k 335 140.30
2017-09-30 $39k 335 116.42
2017-06-30 $36k 335 107.46
2017-03-31 $31k 335 92.54
2016-12-31 $65k 685 94.89
2016-09-30 $3.0k 35 85.71
2016-06-30 $22k 308 71.43
2016-03-31 $1.0k 8 125.00
2015-12-31 $1.0k 8 125.00
2015-09-30 $7.0k 108 64.81
2015-06-30 $12k 108 111.11
2015-03-31 $9.0k 108 83.33
2014-12-31 $10k 108 92.59
2014-09-30 $12k 108 111.11
2014-06-30 $12k 108 111.11
2014-03-31 $11k 108 101.85
2013-12-31 $10k 108 92.59