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
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Quarterly reported holdings in Caterpillar by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 3.0k | 477.15 |
| 2025-06-30 | $1.2M | 3.0k | 388.21 |
| 2025-03-31 | $941k | 2.9k | 329.80 |
| 2024-12-31 | $1.1M | 2.9k | 362.76 |
| 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 |