Caterpillar shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 3.8k | 391.21 |
| 2024-06-30 | $1.2M | 3.5k | 333.13 |
| 2024-03-31 | $1.4M | 3.9k | 366.50 |
| 2023-12-31 | $1.1M | 3.7k | 295.69 |
| 2023-09-30 | $979k | 3.6k | 273.04 |
| 2023-06-30 | $734k | 3.0k | 246.04 |
| 2023-03-31 | $682k | 3.0k | 228.85 |
| 2022-12-31 | $714k | 3.0k | 239.59 |
| 2022-09-30 | $467k | 2.8k | 164.03 |
| 2022-06-30 | $509k | 2.8k | 178.78 |
| 2022-03-31 | $634k | 2.8k | 222.69 |
| 2021-12-31 | $600k | 2.9k | 206.83 |
| 2021-09-30 | $547k | 2.8k | 192.13 |
| 2021-06-30 | $620k | 2.8k | 217.77 |
| 2021-03-31 | $660k | 2.8k | 231.82 |
| 2020-12-31 | $1.1M | 6.1k | 181.09 |
| 2020-09-30 | $917k | 6.1k | 149.74 |
| 2020-06-30 | $772k | 6.1k | 126.06 |
| 2020-03-31 | $688k | 5.9k | 115.96 |
| 2019-09-30 | $542k | 4.1k | 131.43 |
| 2019-06-30 | $660k | 4.8k | 136.39 |
| 2019-03-31 | $692k | 5.4k | 129.03 |
| 2018-12-31 | $518k | 4.1k | 127.21 |
| 2018-06-30 | $656k | 4.8k | 136.16 |
| 2018-03-31 | $680k | 4.6k | 147.28 |
| 2017-12-31 | $659k | 4.2k | 157.20 |