Caterpillar shares owned by Heck Capital Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Heck Capital Advisors
from 13F filings
Historical chart of Heck Capital Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Heck Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Heck Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 3.1k | 477.21 |
| 2025-06-30 | $1.4M | 3.7k | 388.24 |
| 2024-12-31 | $1.4M | 3.7k | 362.75 |
| 2024-09-30 | $996k | 2.5k | 391.12 |
| 2024-06-30 | $853k | 2.6k | 333.10 |
| 2024-03-31 | $939k | 2.6k | 366.43 |
| 2023-12-31 | $757k | 2.6k | 295.67 |
| 2023-09-30 | $737k | 2.7k | 273.00 |
| 2023-06-30 | $803k | 3.3k | 246.05 |
| 2023-03-31 | $753k | 3.3k | 228.84 |
| 2022-12-31 | $1.1M | 4.5k | 239.56 |
| 2022-09-30 | $729k | 4.4k | 164.08 |
| 2022-06-30 | $786k | 4.4k | 178.76 |
| 2022-03-31 | $1.0M | 4.7k | 222.82 |
| 2021-12-31 | $976k | 4.7k | 206.74 |
| 2021-09-30 | $945k | 4.9k | 191.97 |
| 2021-06-30 | $1.1M | 5.0k | 217.63 |
| 2021-03-31 | $1.1M | 4.9k | 231.87 |
| 2020-12-31 | $912k | 5.0k | 182.02 |
| 2020-09-30 | $747k | 5.0k | 149.15 |
| 2020-06-30 | $595k | 4.7k | 126.50 |
| 2020-03-31 | $375k | 3.2k | 116.04 |
| 2019-12-31 | $285k | 1.9k | 147.68 |
| 2019-09-30 | $244k | 1.9k | 126.31 |
| 2019-06-30 | $263k | 1.9k | 136.29 |
| 2019-03-31 | $411k | 3.0k | 135.49 |
| 2018-12-31 | $385k | 3.0k | 127.07 |
| 2018-09-30 | $462k | 3.0k | 152.49 |
| 2018-06-30 | $411k | 3.0k | 135.67 |