Caterpillar shares owned by Occidental Asset Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Occidental Asset Management
from 13F filings
Historical chart of Occidental Asset Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Occidental Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1M | 13k | 477.14 |
| 2025-06-30 | $4.9M | 13k | 388.20 |
| 2024-12-31 | $4.2M | 12k | 362.77 |
| 2024-09-30 | $4.3M | 11k | 391.13 |
| 2024-06-30 | $3.4M | 10k | 333.10 |
| 2024-03-31 | $3.6M | 9.9k | 366.43 |
| 2023-12-31 | $2.6M | 8.9k | 295.67 |
| 2023-09-30 | $2.1M | 7.7k | 272.99 |
| 2023-06-30 | $1.4M | 5.6k | 246.03 |
| 2023-03-31 | $325k | 1.4k | 228.91 |
| 2022-12-31 | $352k | 1.5k | 239.61 |
| 2022-03-31 | $208k | 934 | 222.70 |
More positions owned by Occidental Asset Management
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