Caterpillar shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 6.3k | 477.15 |
| 2025-06-30 | $2.5M | 6.4k | 388.21 |
| 2025-03-31 | $2.2M | 6.6k | 329.80 |
| 2024-12-31 | $2.6M | 7.1k | 362.76 |
| 2024-09-30 | $2.8M | 7.1k | 391.12 |
| 2024-06-30 | $2.4M | 7.2k | 328.35 |
More positions owned by Heritage Wealth Management
View all positions for Heritage Wealth Management