Caterpillar shares owned by OMC Financial Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by OMC Financial Services
from 13F filings
Historical chart of OMC Financial Services investment in Caterpillar
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Quarterly reported holdings in Caterpillar by OMC Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $313k | 655 | 477.15 |
| 2025-06-30 | $254k | 655 | 388.21 |
| 2025-03-31 | $216k | 655 | 329.80 |
| 2024-12-31 | $238k | 655 | 363.36 |
| 2024-09-30 | $218k | 655 | 332.82 |
| 2024-06-30 | $218k | 655 | 332.82 |
| 2024-03-31 | $240k | 655 | 366.41 |