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Caterpillar shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Caterpillar

Jul 2022Jan 2023Jul 2023Jan 2024Jul 20240.2M0.4M0.6M0.8M1M1.2M1500200025003000
Value ($)Share countHistorical CAT position of Heartwood Wealth Advisors Source: stockzoa.comValue ($)Share count

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All positions including Caterpillar held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 2.9k 391.12
2024-06-30 $917k 2.8k 333.10
2024-03-31 $1.0M 2.8k 366.43
2023-12-31 $800k 2.7k 295.67
2023-09-30 $738k 2.7k 273.00
2023-06-30 $542k 2.2k 246.05
2023-03-31 $504k 2.2k 228.84
2022-12-31 $360k 1.5k 239.56
2022-09-30 $246k 1.5k 164.00
2022-03-31 $336k 1.5k 222.52