Caterpillar shares owned by Omnia Family Wealth
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Omnia Family Wealth
from 13F filings
Historical chart of Omnia Family Wealth investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Omnia Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $409k | 858 | 477.15 |
| 2025-06-30 | $330k | 850 | 388.21 |
| 2025-03-31 | $253k | 766 | 329.80 |
| 2024-12-31 | $259k | 662 | 391.12 |
| 2024-09-30 | $259k | 662 | 391.12 |
| 2024-03-31 | $210k | 572 | 366.43 |
| 2019-03-31 | $125k | 924 | 135.28 |
| 2018-12-31 | $117k | 924 | 126.62 |
| 2018-09-30 | $80k | 524 | 152.67 |
| 2018-06-30 | $71k | 524 | 135.50 |
| 2018-03-31 | $77k | 524 | 146.95 |
| 2017-12-31 | $83k | 524 | 158.40 |
| 2017-09-30 | $75k | 605 | 123.97 |
| 2017-06-30 | $65k | 605 | 107.44 |
| 2017-03-31 | $86k | 931 | 92.37 |
| 2016-12-31 | $86k | 931 | 92.37 |