Caterpillar shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory investment in Caterpillar
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Quarterly reported holdings in Caterpillar by HBK Sorce Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 11k | 502.12 |
| 2025-06-30 | $3.7M | 9.4k | 388.22 |
| 2025-03-31 | $3.1M | 9.4k | 329.82 |
| 2024-12-31 | $3.4M | 9.3k | 362.76 |
| 2024-09-30 | $3.6M | 9.2k | 391.10 |
| 2024-06-30 | $3.1M | 9.2k | 333.10 |
| 2024-03-31 | $3.6M | 9.7k | 366.45 |
| 2023-12-31 | $2.6M | 8.9k | 295.67 |
| 2023-09-30 | $2.4M | 8.8k | 272.99 |
| 2023-06-30 | $2.1M | 8.5k | 246.05 |
| 2023-03-31 | $5.9M | 17k | 352.69 |
| 2022-12-31 | $4.4M | 18k | 239.53 |
| 2022-09-30 | $1.3M | 8.0k | 164.09 |
| 2022-06-30 | $1.3M | 7.2k | 178.75 |
| 2022-03-31 | $1.5M | 6.9k | 222.75 |
| 2021-12-31 | $2.1M | 10k | 206.74 |
| 2021-09-30 | $1.9M | 10k | 191.99 |
| 2021-06-30 | $2.1M | 9.8k | 217.64 |
| 2021-03-31 | $1.9M | 8.4k | 231.91 |
| 2020-12-31 | $1.6M | 8.6k | 182.06 |
| 2020-09-30 | $1.2M | 8.3k | 149.18 |
| 2020-06-30 | $1.3M | 10k | 126.54 |
| 2020-03-31 | $1.0M | 8.8k | 116.02 |
| 2019-12-31 | $1.4M | 9.8k | 147.66 |
| 2019-09-30 | $1.2M | 9.4k | 126.31 |
| 2019-06-30 | $1.2M | 8.9k | 136.26 |
| 2019-03-31 | $871k | 6.4k | 135.52 |
| 2018-12-31 | $740k | 5.8k | 127.13 |
| 2018-09-30 | $955k | 6.3k | 152.51 |
| 2018-06-30 | $860k | 6.3k | 135.71 |
| 2018-03-31 | $810k | 5.5k | 147.46 |
| 2017-12-31 | $857k | 5.4k | 157.62 |
| 2017-09-30 | $392k | 3.1k | 124.68 |
| 2017-06-30 | $344k | 3.2k | 107.37 |
| 2017-03-31 | $298k | 3.2k | 92.72 |
| 2016-12-31 | $274k | 3.0k | 92.85 |
| 2016-09-30 | $263k | 3.0k | 88.85 |
| 2016-06-30 | $229k | 3.0k | 75.90 |