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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All positions including Caterpillar held by HF Advisory Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by HF Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |