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Caterpillar shares owned by Oppenheimer Asset Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Oppenheimer Asset Management from 13F filings

Historical chart of Oppenheimer Asset Management investment in Caterpillar

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All positions including Caterpillar held by Oppenheimer Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Oppenheimer Asset Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $9.9M 36k 273.00
2023-06-30 $8.9M 36k 246.05
2023-03-31 $7.4M 32k 228.84
2022-12-31 $14M 57k 239.56
2022-09-30 $9.2M 56k 164.07
2022-06-30 $9.5M 53k 178.77
2022-03-31 $12M 54k 223.01
2021-12-31 $11M 53k 206.72
2021-09-30 $6.9M 36k 191.78
2021-06-30 $7.5M 34k 217.63
2021-03-31 $7.9M 34k 231.07
2020-12-31 $6.6M 36k 182.02
2020-09-30 $5.4M 36k 149.17
2020-06-30 $720k 5.7k 126.54
2020-03-31 $559k 4.8k 115.95
2019-09-30 $3.0k 25 120.00
2019-06-30 $422k 3.1k 136.44
2019-03-31 $408k 3.0k 135.33
2018-12-31 $303k 2.4k 127.17
2018-09-30 $670k 4.4k 152.63
2018-06-30 $1.8M 13k 135.76
2018-03-31 $1.8M 12k 147.73
2017-12-31 $1.2M 7.4k 166.67
2017-09-30 $1.2M 7.4k 166.67
2017-06-30 $824k 7.6k 107.92
2017-03-31 $1.1M 12k 92.73