Caterpillar shares owned by HBW Advisory Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by HBW Advisory Services
from 13F filings
Historical chart of HBW Advisory Services investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by HBW Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by HBW Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $958k | 2.0k | 477.19 |
| 2025-06-30 | $344k | 887 | 388.15 |
| 2025-03-31 | $264k | 801 | 329.91 |
| 2024-12-31 | $260k | 716 | 362.61 |
| 2024-09-30 | $277k | 709 | 390.87 |
| 2024-06-30 | $207k | 621 | 333.34 |
| 2024-03-31 | $261k | 884 | 295.25 |
| 2023-12-31 | $261k | 884 | 295.25 |
| 2023-09-30 | $236k | 864 | 273.15 |
| 2023-06-30 | $323k | 1.3k | 246.19 |