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Caterpillar shares owned by Oxford Financial

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Oxford Financial from 13F filings

Historical chart of Oxford Financial investment in Caterpillar

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All positions including Caterpillar held by Oxford Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Oxford Financial

Quarter filed Position value Share count Share price at filing
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

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View all positions for Oxford Financial

Top funds holding Caterpillar

Vanguard Group
State Farm Mutual Automobile Insurance Company
Fisher Investments
Bill & Melinda Gates Foundation Trust
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group
Charles Schwab Investment Management
Amundi
Dimensional Fund Advisors
Royal Bank of Canada
Ubs Global Asset Management Americas

View all funds holding Caterpillar