Caterpillar shares owned by O'shaughnessy Asset Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by O'shaughnessy Asset Management
from 13F filings
Historical chart of O'shaughnessy Asset Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by O'shaughnessy Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $28M | 95k | 295.67 |
| 2023-09-30 | $30M | 111k | 273.00 |
| 2023-06-30 | $26M | 105k | 246.05 |
| 2023-03-31 | $24M | 105k | 228.84 |
| 2022-12-31 | $26M | 109k | 239.56 |
| 2022-09-30 | $8.9M | 54k | 164.07 |
| 2022-06-30 | $9.5M | 53k | 178.76 |
| 2022-03-31 | $10M | 45k | 222.82 |
| 2021-12-31 | $6.8M | 33k | 206.75 |
| 2021-09-30 | $6.9M | 36k | 192.14 |
| 2021-06-30 | $20M | 93k | 217.56 |
| 2021-03-31 | $22M | 93k | 231.74 |
| 2020-12-31 | $32M | 173k | 182.01 |
| 2020-09-30 | $44M | 293k | 149.25 |
| 2020-06-30 | $44M | 347k | 126.53 |
| 2020-03-31 | $40M | 342k | 116.14 |
| 2019-12-31 | $36M | 241k | 147.60 |
| 2019-09-30 | $15M | 118k | 126.31 |
| 2019-06-30 | $0 | 1 | 0.00 |
| 2018-09-30 | $7.0k | 46 | 152.17 |
| 2018-06-30 | $6.0k | 44 | 136.36 |
| 2018-03-31 | $6.0k | 38 | 157.89 |
| 2017-12-31 | $1.0k | 4 | 250.00 |
| 2016-12-31 | $25M | 221k | 112.57 |
| 2016-09-30 | $43M | 481k | 88.77 |
| 2016-06-30 | $44M | 576k | 75.81 |
| 2016-03-31 | $45M | 582k | 76.51 |
| 2015-12-31 | $35M | 521k | 67.96 |
| 2015-09-30 | $29M | 450k | 65.36 |
| 2015-06-30 | $29M | 340k | 84.82 |
| 2015-03-31 | $17M | 214k | 80.03 |
| 2014-12-31 | $8.5M | 93k | 91.53 |
| 2014-09-30 | $7.0M | 71k | 99.03 |
| 2014-06-30 | $5.1M | 47k | 108.67 |
| 2014-03-31 | $61k | 612 | 99.67 |
| 2013-12-31 | $16k | 180 | 88.89 |
| 2013-09-30 | $4.0k | 47 | 85.11 |
| 2011-12-31 | $41k | 456 | 90.60 |
More positions owned by O'shaughnessy Asset Management
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