Caterpillar shares owned by HB Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 45k | 477.15 |
| 2025-06-30 | $16M | 41k | 388.21 |
| 2025-03-31 | $15M | 44k | 329.81 |
| 2024-12-31 | $14M | 38k | 362.76 |
| 2024-09-30 | $14M | 37k | 391.12 |
| 2024-06-30 | $13M | 38k | 333.10 |
| 2024-03-31 | $14M | 37k | 366.44 |
| 2023-12-31 | $10M | 35k | 295.67 |
| 2023-09-30 | $9.4M | 35k | 273.00 |
| 2023-06-30 | $8.0M | 33k | 246.05 |
| 2023-03-31 | $6.9M | 30k | 228.84 |
| 2022-12-31 | $7.2M | 30k | 239.56 |
| 2022-09-30 | $4.6M | 28k | 164.10 |
| 2022-06-30 | $4.5M | 25k | 178.75 |
| 2022-03-31 | $5.2M | 23k | 222.81 |
| 2021-12-31 | $3.6M | 18k | 206.76 |
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