Caterpillar shares owned by HF Advisory Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by HF Advisory Group
from 13F filings
Historical chart of HF Advisory Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by HF Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $342k | 718 | 476.80 |
| 2025-06-30 | $340k | 877 | 388.03 |
| 2025-03-31 | $243k | 737 | 330.09 |
| 2024-12-31 | $265k | 731 | 362.64 |
| 2024-09-30 | $290k | 743 | 390.72 |
| 2024-06-30 | $248k | 743 | 333.13 |
| 2024-03-31 | $275k | 750 | 366.63 |
| 2023-12-31 | $267k | 903 | 295.58 |
| 2023-09-30 | $247k | 905 | 273.01 |
| 2023-06-30 | $241k | 981 | 245.98 |
| 2023-03-31 | $279k | 1.2k | 228.89 |
| 2022-12-31 | $283k | 1.2k | 239.54 |