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
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Hrt Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Hrt Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $29M | 61k | 477.15 |
| 2025-06-30 | $8.9M | 23k | 388.20 |
| 2025-03-31 | $5.0M | 15k | 329.74 |
| 2024-03-31 | $842k | 2.3k | 366.09 |
| 2023-12-31 | $384k | 1.3k | 295.38 |
| 2023-09-30 | $2.3M | 8.4k | 272.98 |
| 2023-03-31 | $4.0M | 18k | 228.80 |
| 2022-12-31 | $2.0M | 8.5k | 239.53 |
| 2022-03-31 | $913k | 4.1k | 222.68 |
| 2021-12-31 | $2.1M | 10k | 206.67 |
| 2021-09-30 | $4.8M | 25k | 191.94 |
| 2021-03-31 | $811k | 3.5k | 231.71 |
| 2020-03-31 | $719k | 6.2k | 115.97 |
| 2019-12-31 | $2.9M | 20k | 147.68 |
| 2019-03-31 | $4.2M | 31k | 135.47 |