Caterpillar shares owned by Obermeyer Asset Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Obermeyer Asset Management
from 13F filings
Historical chart of Obermeyer Asset Management investment in Caterpillar
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All positions including Caterpillar held by Obermeyer Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Obermeyer Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $987k | 2.1k | 477.15 |
| 2025-06-30 | $806k | 2.1k | 388.21 |
| 2025-03-31 | $649k | 2.0k | 329.80 |
| 2024-12-31 | $241k | 665 | 362.76 |
| 2024-09-30 | $1.9M | 4.8k | 391.12 |
| 2024-06-30 | $1.6M | 4.7k | 333.10 |
| 2024-03-31 | $243k | 662 | 366.43 |
| 2018-09-30 | $263k | 1.7k | 152.29 |
| 2018-06-30 | $234k | 1.7k | 135.50 |
| 2018-03-31 | $252k | 1.7k | 147.63 |
| 2017-12-31 | $285k | 1.8k | 157.72 |
| 2017-09-30 | $225k | 1.8k | 124.52 |
| 2017-06-30 | $237k | 2.2k | 107.39 |
| 2017-03-31 | $205k | 2.2k | 92.89 |
| 2016-12-31 | $219k | 2.4k | 92.91 |
| 2016-09-30 | $257k | 2.9k | 88.77 |
| 2016-06-30 | $219k | 2.9k | 75.65 |
| 2016-03-31 | $229k | 3.0k | 76.46 |
| 2015-12-31 | $217k | 3.2k | 67.92 |
| 2015-09-30 | $277k | 4.2k | 65.25 |
| 2015-06-30 | $441k | 5.2k | 84.73 |
| 2015-03-31 | $5.3M | 67k | 80.02 |
| 2014-12-31 | $11M | 115k | 91.53 |
| 2013-06-30 | $47k | 575 | 81.74 |
| 2012-12-31 | $52k | 575 | 90.43 |
More positions owned by Obermeyer Asset Management
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