Caterpillar shares owned by Heron Financial Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Heron Financial Group
from 13F filings
Historical chart of Heron Financial Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Heron Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $545k | 2.2k | 246.03 |
| 2023-03-31 | $492k | 2.2k | 228.82 |
| 2022-12-31 | $540k | 2.2k | 240.26 |
| 2022-09-30 | $373k | 2.3k | 164.17 |
| 2022-06-30 | $394k | 2.2k | 178.93 |
| 2022-03-31 | $491k | 2.2k | 223.08 |
| 2021-12-31 | $454k | 2.2k | 205.52 |
| 2021-09-30 | $410k | 2.1k | 192.04 |
| 2021-06-30 | $464k | 2.1k | 217.84 |
| 2021-03-31 | $469k | 2.0k | 232.75 |
| 2020-12-31 | $393k | 2.0k | 194.07 |
| 2020-09-30 | $309k | 2.0k | 153.73 |
| 2020-06-30 | $249k | 1.9k | 128.22 |
| 2020-03-31 | $223k | 1.9k | 116.57 |
| 2019-12-31 | $253k | 1.9k | 136.17 |