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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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All positions including Caterpillar held by Heritage Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Heritage Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $643k 1.6k 391.12
2024-06-30 $640k 1.9k 333.10

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View all positions for Heritage Wealth Partners

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