Caterpillar shares owned by YHB Investment Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by YHB Investment Advisors
from 13F filings
Historical chart of YHB Investment Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by YHB Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $621k | 1.7k | 366.33 |
| 2023-12-31 | $500k | 1.7k | 295.71 |
| 2023-09-30 | $462k | 1.7k | 272.94 |
| 2023-06-30 | $416k | 1.7k | 246.07 |
| 2023-03-31 | $397k | 1.7k | 228.78 |
| 2022-12-31 | $421k | 1.8k | 239.58 |
| 2022-09-30 | $286k | 1.7k | 164.27 |
| 2022-06-30 | $311k | 1.7k | 178.84 |
| 2022-03-31 | $432k | 1.9k | 222.91 |
| 2021-12-31 | $359k | 1.7k | 206.80 |
| 2021-09-30 | $310k | 1.6k | 191.95 |
| 2021-06-30 | $377k | 1.7k | 217.54 |
| 2021-03-31 | $404k | 1.7k | 233.26 |
| 2020-12-31 | $256k | 1.4k | 181.69 |
| 2020-09-30 | $207k | 1.4k | 149.14 |
| 2018-09-30 | $237k | 1.6k | 152.71 |
| 2018-06-30 | $211k | 1.6k | 135.95 |
| 2018-03-31 | $241k | 1.6k | 147.22 |
| 2017-12-31 | $229k | 1.5k | 157.71 |
| 2016-03-31 | $372k | 4.9k | 76.46 |
| 2015-12-31 | $673k | 9.9k | 67.95 |
| 2015-09-30 | $1.2M | 18k | 65.34 |
| 2015-06-30 | $1.8M | 21k | 84.81 |
| 2015-03-31 | $1.6M | 20k | 80.03 |
| 2014-12-31 | $1.7M | 19k | 91.51 |
| 2014-09-30 | $1.8M | 19k | 99.03 |
| 2014-06-30 | $2.0M | 18k | 108.65 |
| 2014-03-31 | $1.7M | 17k | 99.37 |
| 2013-12-31 | $1.5M | 16k | 90.81 |
| 2013-09-30 | $1.4M | 17k | 83.40 |
| 2013-06-30 | $1.4M | 17k | 82.48 |
| 2013-03-31 | $1.4M | 16k | 86.97 |
| 2012-12-31 | $1.4M | 16k | 89.62 |
| 2012-09-30 | $1.3M | 15k | 86.03 |
| 2012-06-30 | $825k | 9.7k | 84.88 |
| 2012-03-31 | $236k | 2.2k | 106.55 |
| 2000-03-31 | $625k | 16k | 39.43 |