Caterpillar shares owned by OneAscent Financial Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by OneAscent Financial Services
from 13F filings
Historical chart of OneAscent Financial Services investment in Caterpillar
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Quarterly reported holdings in Caterpillar by OneAscent Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 3.4k | 477.10 |
| 2025-06-30 | $5.4M | 14k | 390.21 |
| 2025-03-31 | $8.5M | 26k | 330.38 |
| 2024-12-31 | $4.3M | 12k | 362.73 |
| 2024-09-30 | $4.4M | 11k | 391.10 |
| 2024-03-31 | $4.1M | 11k | 366.44 |
| 2023-12-31 | $3.0M | 10k | 295.69 |
| 2023-09-30 | $210k | 769 | 273.08 |
| 2020-03-31 | $332k | 2.9k | 116.08 |
| 2019-12-31 | $485k | 3.3k | 147.78 |
| 2019-06-30 | $478k | 3.5k | 136.34 |
More positions owned by OneAscent Financial Services
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