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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Quarterly reported holdings in Caterpillar by Hrt Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |