Caterpillar shares owned by Heritage Wealth Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Heritage Wealth Partners
from 13F filings
Historical chart of Heritage Wealth Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Heritage Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $261k | 720 | 362.77 |
| 2024-09-30 | $643k | 1.6k | 391.12 |
| 2024-06-30 | $640k | 1.9k | 333.10 |