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Caterpillar shares owned by SkyOak Wealt

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

Historical chart of SkyOak Wealt investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by SkyOak Wealt

Quarter filed Position value Share count Share price at filing
2024-09-30 $396k 1.0k 391.22
2024-06-30 $337k 1.0k 333.19
2024-03-31 $396k 1.1k 366.52
2023-12-31 $319k 1.1k 295.74
2023-09-30 $314k 1.1k 273.06
2023-06-30 $283k 1.1k 246.11
2023-03-31 $263k 1.1k 228.89
2022-12-31 $273k 1.1k 239.62
2022-03-31 $247k 1.1k 222.72
2021-12-31 $229k 1.1k 206.49
2021-09-30 $213k 1.1k 192.06
2021-06-30 $241k 1.1k 217.31
2021-03-31 $258k 1.1k 232.64
2020-12-31 $202k 1.1k 182.15
2020-06-30 $280k 2.2k 126.53
2020-03-31 $340k 2.9k 116.16
2019-12-31 $367k 2.5k 147.81