Caterpillar shares owned by Heritage Financial Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $356k | 909 | 391.12 |
| 2024-06-30 | $303k | 909 | 333.10 |
| 2024-03-31 | $335k | 914 | 366.43 |
| 2023-12-31 | $251k | 850 | 295.67 |
| 2023-09-30 | $205k | 750 | 273.00 |
| 2022-06-30 | $44k | 250 | 176.00 |
More positions owned by Heritage Financial Services
View all positions for Heritage Financial Services