Caterpillar shares owned by Halbert Hargrove Global Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Halbert Hargrove Global Advisors
from 13F filings
Historical chart of Halbert Hargrove Global Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Halbert Hargrove Global Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $58k | 122 | 478.73 |
| 2025-06-30 | $29k | 74 | 390.32 |
| 2025-03-31 | $29k | 86 | 331.35 |
| 2024-12-31 | $27k | 74 | 364.74 |
| 2023-03-31 | $238k | 1.0k | 228.85 |
| 2022-12-31 | $252k | 1.1k | 239.56 |
| 2021-06-30 | $202k | 929 | 217.44 |
| 2021-03-31 | $206k | 890 | 231.46 |
| 2012-09-30 | $302k | 3.5k | 86.19 |
| 2012-06-30 | $250k | 2.9k | 84.92 |
| 2012-03-31 | $297k | 2.8k | 106.60 |
More positions owned by Halbert Hargrove Global Advisors
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