Caterpillar shares owned by HBC Financial Services, P
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by HBC Financial Services, P
from 13F filings
Historical chart of HBC Financial Services, P investment in Caterpillar
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Quarterly reported holdings in Caterpillar by HBC Financial Services, P
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $55k | 167 | 329.34 |
| 2023-12-31 | $49k | 167 | 293.41 |
| 2023-09-30 | $45k | 167 | 269.46 |
| 2023-06-30 | $43k | 166 | 259.04 |
| 2023-03-31 | $37k | 166 | 222.89 |
| 2022-12-31 | $40k | 165 | 242.42 |
| 2022-09-30 | $27k | 165 | 163.64 |
| 2022-06-30 | $29k | 164 | 176.83 |
| 2022-03-31 | $66k | 314 | 210.19 |
| 2021-12-31 | $56k | 273 | 205.13 |
| 2021-09-30 | $31k | 163 | 190.18 |
| 2021-06-30 | $33k | 162 | 203.70 |
| 2021-03-31 | $38k | 162 | 233.27 |
| 2020-12-31 | $31k | 162 | 191.36 |
| 2020-06-30 | $7.0k | 384 | 18.23 |
| 2020-03-31 | $5.0k | 381 | 13.12 |
| 2019-12-31 | $53k | 360 | 147.22 |