Caterpillar shares owned by Oxford Financial
Historical chart of Oxford Financial investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Oxford Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Oxford Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |