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Caterpillar shares owned by Halter Ferguson Financial

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Halter Ferguson Financial from 13F filings

Historical chart of Halter Ferguson Financial investment in Caterpillar

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All positions including Caterpillar held by Halter Ferguson Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Halter Ferguson Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $332k 579 572.87
2025-09-30 $239k 501 477.15
2025-06-30 $226k 581 388.21
2024-09-30 $210k 537 391.12