Caterpillar shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 2.6k | 477.15 |
| 2025-06-30 | $997k | 2.6k | 388.21 |
| 2025-03-31 | $847k | 2.6k | 329.80 |
| 2024-12-31 | $932k | 2.6k | 362.76 |
| 2024-09-30 | $1.0M | 2.6k | 391.12 |
| 2024-06-30 | $851k | 2.6k | 333.10 |
| 2024-03-31 | $937k | 2.6k | 366.43 |
| 2023-12-31 | $768k | 2.6k | 295.67 |
| 2023-09-30 | $698k | 2.6k | 273.00 |
| 2023-06-30 | $629k | 2.6k | 246.05 |
| 2023-03-31 | $585k | 2.6k | 228.84 |
| 2022-12-31 | $612k | 2.6k | 239.56 |
| 2022-09-30 | $419k | 2.6k | 164.08 |
| 2022-06-30 | $457k | 2.6k | 178.80 |
| 2022-03-31 | $570k | 2.6k | 223.00 |
| 2021-12-31 | $535k | 2.6k | 206.74 |
| 2021-09-30 | $496k | 2.6k | 191.97 |
| 2021-06-30 | $556k | 2.6k | 217.63 |
| 2021-03-31 | $414k | 1.8k | 231.87 |
| 2020-12-31 | $325k | 1.8k | 182.07 |
| 2020-09-30 | $266k | 1.8k | 149.15 |
| 2020-06-30 | $225k | 12k | 18.17 |
| 2020-03-31 | $163k | 1.4k | 116.04 |
| 2019-12-31 | $207k | 1.4k | 147.68 |
| 2019-09-30 | $176k | 1.4k | 125.71 |
| 2019-03-31 | $7.6k | 56 | 135.91 |
| 2018-12-31 | $7.0k | 56 | 125.00 |
| 2018-09-30 | $8.0k | 56 | 142.86 |