Caterpillar shares owned by Oppenheimer & Co
Historical chart of Oppenheimer & Co investment in Caterpillar
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All positions including Caterpillar held by Oppenheimer & Co consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Oppenheimer & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $31M | 65k | 477.15 |
| 2025-06-30 | $23M | 60k | 388.21 |
| 2025-03-31 | $19M | 59k | 329.80 |
| 2024-12-31 | $20M | 55k | 362.76 |
| 2024-09-30 | $24M | 61k | 391.12 |
| 2024-03-31 | $22M | 61k | 366.43 |
| 2023-09-30 | $19M | 68k | 273.00 |
| 2023-06-30 | $18M | 75k | 246.05 |
| 2023-03-31 | $16M | 70k | 228.84 |
| 2022-12-31 | $16M | 66k | 239.56 |
| 2022-09-30 | $11M | 70k | 164.07 |
| 2022-06-30 | $8.4M | 47k | 178.76 |
| 2022-03-31 | $12M | 52k | 222.81 |
| 2021-12-31 | $11M | 51k | 206.73 |
| 2021-09-30 | $9.6M | 50k | 191.96 |
| 2021-06-30 | $9.5M | 44k | 217.62 |
| 2021-03-31 | $8.9M | 39k | 231.90 |
| 2020-12-31 | $8.5M | 46k | 182.01 |
| 2020-09-30 | $6.0M | 40k | 149.13 |
| 2020-06-30 | $3.8M | 30k | 126.51 |
| 2020-03-31 | $3.9M | 34k | 116.05 |
| 2019-12-31 | $5.2M | 35k | 147.67 |
| 2019-09-30 | $4.3M | 34k | 126.32 |
| 2019-06-30 | $5.7M | 42k | 136.29 |
| 2019-03-31 | $5.5M | 41k | 135.48 |
| 2018-12-31 | $5.1M | 40k | 127.10 |
| 2018-09-30 | $5.6M | 37k | 152.47 |
| 2018-06-30 | $8.1M | 59k | 135.66 |
| 2018-03-31 | $11M | 78k | 147.38 |
| 2017-12-31 | $9.2M | 58k | 157.58 |
| 2017-09-30 | $7.2M | 58k | 124.73 |
| 2017-06-30 | $6.7M | 63k | 107.47 |
| 2017-03-31 | $6.0M | 64k | 92.76 |
| 2016-12-31 | $5.8M | 63k | 92.74 |
| 2016-09-30 | $5.4M | 61k | 88.79 |
| 2016-06-30 | $4.9M | 65k | 75.81 |
| 2016-03-31 | $5.0M | 66k | 76.54 |
| 2015-12-31 | $6.9M | 102k | 67.96 |
| 2015-09-30 | $7.3M | 111k | 65.36 |
| 2015-06-30 | $9.7M | 114k | 84.82 |
| 2015-03-31 | $8.0M | 99k | 80.02 |
| 2014-12-31 | $9.0M | 99k | 91.53 |
| 2014-09-30 | $11M | 107k | 99.02 |
| 2014-06-30 | $12M | 114k | 108.67 |
| 2014-03-31 | $12M | 124k | 99.36 |
| 2013-12-31 | $10M | 112k | 90.81 |
| 2013-09-30 | $8.4M | 101k | 83.40 |
| 2013-06-30 | $7.3M | 89k | 82.49 |
| 2012-12-31 | $6.7M | 78k | 86.74 |
| 2012-06-30 | $6.2M | 73k | 84.91 |
| 2012-03-31 | $7.2M | 67k | 106.52 |
| 2011-12-31 | $4.1M | 45k | 90.60 |
| 2011-09-30 | $5.2M | 71k | 73.84 |
| 2011-06-30 | $6.6M | 62k | 106.46 |
| 2011-03-31 | $5.7M | 52k | 111.35 |