Caterpillar shares owned by Hefty Wealth Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Hefty Wealth Partners
from 13F filings
Historical chart of Hefty Wealth Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Hefty Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-03-31 | $59k | 400 | 147.50 |
| 2017-12-31 | $63k | 400 | 157.50 |
| 2017-09-30 | $50k | 400 | 125.00 |
| 2017-06-30 | $42k | 400 | 105.00 |
| 2017-03-31 | $37k | 400 | 92.50 |
| 2016-12-31 | $37k | 400 | 92.50 |
| 2016-09-30 | $35k | 400 | 87.50 |