Caterpillar shares owned by Hanson McClain Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Hanson McClain Advisors
from 13F filings
Historical chart of Hanson McClain Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Hanson McClain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.4M | 23k | 366.42 |
| 2023-12-31 | $6.3M | 21k | 295.67 |
| 2023-09-30 | $5.7M | 21k | 273.00 |
| 2023-06-30 | $5.3M | 21k | 246.05 |
| 2023-03-31 | $4.9M | 21k | 228.84 |
| 2022-12-31 | $4.9M | 21k | 239.56 |
| 2022-09-30 | $2.5M | 15k | 164.05 |
| 2022-06-30 | $2.9M | 16k | 178.78 |
| 2022-03-31 | $2.3M | 11k | 222.77 |
| 2021-12-31 | $1.9M | 9.0k | 206.74 |
| 2021-09-30 | $1.6M | 8.5k | 192.01 |
| 2021-06-30 | $434k | 2.0k | 217.87 |
| 2021-03-31 | $423k | 1.8k | 231.78 |
| 2020-12-31 | $250k | 1.4k | 181.69 |
| 2020-09-30 | $173k | 1.2k | 149.52 |
| 2020-06-30 | $146k | 1.2k | 126.74 |
| 2020-03-31 | $127k | 1.1k | 116.41 |
| 2019-12-31 | $124k | 838 | 147.97 |
| 2019-09-30 | $108k | 859 | 125.73 |
| 2019-06-30 | $113k | 832 | 135.82 |
| 2019-03-31 | $194k | 1.4k | 135.57 |
| 2018-12-31 | $181k | 1.4k | 126.84 |
| 2018-09-30 | $217k | 1.4k | 152.28 |
| 2018-06-30 | $182k | 1.3k | 135.62 |
| 2018-03-31 | $205k | 1.4k | 147.16 |
| 2017-12-31 | $231k | 1.5k | 157.57 |
| 2017-09-30 | $164k | 1.3k | 124.71 |
| 2017-06-30 | $141k | 1.3k | 107.39 |
| 2017-03-31 | $67k | 725 | 92.41 |
| 2016-12-31 | $66k | 708 | 93.22 |
| 2016-09-30 | $63k | 706 | 89.24 |
| 2016-06-30 | $59k | 781 | 75.54 |
| 2016-03-31 | $64k | 836 | 76.56 |
| 2015-12-31 | $57k | 833 | 68.43 |
| 2015-09-30 | $54k | 833 | 64.83 |
| 2015-06-30 | $71k | 833 | 85.23 |
| 2015-03-31 | $82k | 1.0k | 80.00 |
| 2014-12-31 | $94k | 1.0k | 91.71 |
| 2013-09-30 | $76k | 915 | 83.06 |
| 2012-03-31 | $231k | 2.2k | 107.40 |
| 2011-12-31 | $202k | 2.2k | 93.92 |