Caterpillar shares owned by Hc Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Hc Financial Advisors
from 13F filings
Historical chart of Hc Financial Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Hc Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $2.5M | 14k | 178.76 |
| 2022-03-31 | $3.1M | 14k | 222.79 |
| 2021-12-31 | $2.9M | 14k | 206.73 |
| 2021-09-30 | $2.7M | 14k | 191.97 |
| 2021-06-30 | $3.0M | 14k | 217.64 |
| 2021-03-31 | $3.2M | 14k | 231.84 |
| 2020-12-31 | $2.5M | 14k | 182.00 |
| 2020-09-30 | $2.1M | 14k | 149.16 |
| 2020-06-30 | $1.8M | 14k | 126.52 |
| 2020-03-31 | $1.6M | 14k | 116.06 |
| 2019-12-31 | $2.1M | 14k | 147.70 |
| 2019-09-30 | $1.8M | 14k | 126.33 |
| 2019-06-30 | $1.9M | 14k | 136.28 |
| 2019-03-31 | $1.9M | 14k | 135.47 |
| 2018-03-31 | $2.0M | 14k | 147.41 |
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