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Caterpillar shares owned by Osterweis Capital Management

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

Historical chart of Osterweis Capital Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Osterweis Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $65k 91 708.46
2025-12-31 $52k 91 572.87