Caterpillar shares owned by Herold Advisors
Historical chart of Herold Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Herold Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 2.9k | 477.15 |
| 2025-06-30 | $1.2M | 3.2k | 388.21 |
| 2025-03-31 | $900k | 2.7k | 329.80 |
| 2024-12-31 | $755k | 2.1k | 362.83 |
| 2024-09-30 | $1.0M | 2.6k | 391.12 |
| 2024-06-30 | $886k | 2.7k | 333.10 |
| 2024-03-31 | $495k | 1.4k | 366.43 |
| 2023-12-31 | $399k | 1.4k | 295.67 |
| 2023-09-30 | $314k | 1.2k | 273.00 |
| 2023-06-30 | $308k | 1.3k | 246.05 |
| 2023-03-31 | $299k | 1.3k | 228.89 |
| 2022-12-31 | $300k | 1.3k | 239.62 |
| 2022-09-30 | $211k | 1.3k | 163.82 |
| 2022-06-30 | $230k | 1.3k | 178.71 |
| 2022-03-31 | $275k | 1.2k | 222.82 |
| 2021-12-31 | $227k | 1.1k | 206.36 |
| 2021-09-30 | $172k | 900 | 191.11 |