Caterpillar shares owned by Onyx Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Onyx Financial Advisors
from 13F filings
Historical chart of Onyx Financial Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Onyx Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $505k | 1.1k | 477.10 |
| 2025-06-30 | $410k | 1.1k | 388.23 |
| 2025-03-31 | $347k | 1.1k | 329.75 |
| 2024-12-31 | $380k | 1.0k | 362.64 |
| 2024-09-30 | $408k | 1.0k | 391.04 |
| 2024-06-30 | $346k | 1.0k | 332.95 |
| 2024-03-31 | $379k | 1.0k | 366.34 |
| 2023-12-31 | $305k | 1.0k | 295.54 |