Caterpillar shares owned by Oxford Financial
Historical chart of Oxford Financial investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Oxford Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $337k | 707 | 477.29 |
| 2025-06-30 | $274k | 706 | 388.28 |
| 2025-03-31 | $301k | 914 | 329.77 |
| 2024-12-31 | $381k | 1.1k | 362.67 |
| 2024-09-30 | $652k | 1.7k | 391.03 |
| 2024-03-31 | $607k | 1.7k | 366.51 |
| 2023-12-31 | $314k | 1.1k | 295.71 |
| 2023-09-30 | $256k | 939 | 272.89 |
| 2023-06-30 | $362k | 1.5k | 246.09 |
| 2023-03-31 | $262k | 1.1k | 228.77 |
| 2021-03-31 | $200k | 864 | 231.48 |