Caterpillar shares owned by Hrt Financial
Quarter-by-quarter ownership of Caterpillar shares owned by Hrt Financial
from 13F filings
Historical chart of Hrt Financial investment in Caterpillar
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All positions including Caterpillar held by Hrt Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Hrt Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 35k | 477.12 |
| 2025-06-30 | $11M | 29k | 388.18 |
| 2022-03-31 | $1.2M | 5.6k | 222.68 |
| 2021-03-31 | $6.9M | 30k | 231.85 |