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 |
|---|---|---|---|
| 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
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