Caterpillar shares owned by HHM Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by HHM Wealth Advisors
from 13F filings
Historical chart of HHM Wealth Advisors investment in Caterpillar
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $970k | 3.6k | 272.99 |
2023-06-30 | $814k | 3.3k | 246.02 |
2023-03-31 | $883k | 3.9k | 228.86 |
2022-12-31 | $741k | 3.1k | 239.58 |
2022-09-30 | $516k | 3.1k | 164.23 |
2022-06-30 | $522k | 2.9k | 178.89 |
2022-03-31 | $672k | 3.0k | 222.66 |
2021-12-31 | $692k | 3.3k | 206.69 |
2021-09-30 | $675k | 3.5k | 191.87 |
2021-06-30 | $766k | 3.5k | 217.74 |
2021-03-31 | $812k | 3.5k | 232.00 |
2020-12-31 | $621k | 3.4k | 182.11 |
2020-09-30 | $492k | 3.3k | 149.09 |
2020-06-30 | $407k | 3.2k | 126.63 |
2020-03-31 | $368k | 3.2k | 116.16 |
2019-12-31 | $426k | 2.9k | 147.51 |
2019-09-30 | $358k | 2.8k | 126.15 |
2019-06-30 | $394k | 2.9k | 136.43 |
2019-03-31 | $391k | 2.9k | 135.39 |
2018-12-31 | $305k | 2.4k | 126.92 |