Caterpillar shares owned by Herold Advisors
Historical chart of Herold Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Herold Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $495k | 1.4k | 366.43 |
| 2023-12-31 | $399k | 1.4k | 295.67 |
| 2023-09-30 | $314k | 1.2k | 273.00 |
| 2023-06-30 | $308k | 1.3k | 246.05 |
| 2023-03-31 | $299k | 1.3k | 228.89 |
| 2022-12-31 | $300k | 1.3k | 239.62 |
| 2022-09-30 | $211k | 1.3k | 163.82 |
| 2022-06-30 | $230k | 1.3k | 178.71 |
| 2022-03-31 | $275k | 1.2k | 222.82 |
| 2021-12-31 | $227k | 1.1k | 206.36 |
| 2021-09-30 | $172k | 900 | 191.11 |