Caterpillar shares owned by Hennessy Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Hennessy Advisors
from 13F filings
Historical chart of Hennessy Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Hennessy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 7.0k | 477.15 |
| 2025-06-30 | $2.7M | 6.9k | 388.21 |
| 2025-03-31 | $2.3M | 7.0k | 329.80 |
| 2024-12-31 | $3.1M | 8.6k | 362.76 |
| 2024-09-30 | $3.6M | 9.1k | 391.12 |
| 2024-06-30 | $3.1M | 9.3k | 333.10 |
| 2024-03-31 | $3.4M | 9.4k | 366.43 |
| 2023-12-31 | $3.1M | 11k | 295.67 |
| 2023-09-30 | $2.9M | 11k | 273.00 |
| 2023-06-30 | $2.7M | 11k | 246.05 |
| 2023-03-31 | $2.5M | 11k | 228.84 |
| 2022-12-31 | $3.0M | 13k | 239.53 |
| 2022-09-30 | $2.2M | 14k | 164.07 |
| 2022-06-30 | $2.4M | 14k | 178.76 |
| 2022-03-31 | $3.1M | 14k | 222.79 |
| 2020-12-31 | $9.2M | 51k | 182.03 |
| 2020-09-30 | $8.0M | 54k | 149.16 |
| 2020-06-30 | $7.8M | 62k | 126.50 |
| 2020-03-31 | $7.4M | 64k | 116.03 |
| 2019-12-31 | $3.8M | 26k | 147.67 |
| 2019-09-30 | $3.4M | 27k | 126.31 |
| 2019-06-30 | $2.7M | 20k | 136.31 |
| 2019-03-31 | $2.6M | 19k | 135.50 |
| 2018-03-31 | $260k | 1.8k | 147.56 |
| 2017-12-31 | $11M | 67k | 157.58 |
| 2017-09-30 | $11M | 92k | 124.71 |
| 2017-06-30 | $13M | 118k | 107.46 |
| 2017-03-31 | $12M | 127k | 92.76 |
| 2016-12-31 | $13M | 144k | 92.74 |
| 2016-09-30 | $13M | 146k | 88.77 |
| 2016-06-30 | $11M | 142k | 75.81 |
| 2016-03-31 | $11M | 141k | 76.54 |
| 2015-12-31 | $9.0M | 132k | 67.96 |
| 2015-09-30 | $6.4M | 98k | 65.36 |
| 2015-06-30 | $6.3M | 74k | 84.81 |
| 2015-03-31 | $5.2M | 66k | 80.03 |
| 2014-12-31 | $2.2M | 25k | 91.51 |
| 2014-09-30 | $2.4M | 25k | 99.02 |
| 2014-06-30 | $2.7M | 25k | 108.68 |
| 2014-03-31 | $2.3M | 23k | 99.35 |
| 2013-12-31 | $1.6M | 18k | 90.78 |
| 2013-09-30 | $1.5M | 18k | 83.37 |
| 2013-06-30 | $1.6M | 19k | 82.47 |
| 2013-03-31 | $1.7M | 19k | 86.96 |
| 2012-12-31 | $2.1M | 24k | 89.58 |