Caterpillar shares owned by HFI Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by HFI Wealth Management
from 13F filings
Historical chart of HFI Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by HFI Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2016-03-31 | $80k | 1.0k | 76.92 |
| 2015-12-31 | $64k | 940 | 68.09 |
| 2015-09-30 | $77k | 1.2k | 65.20 |
| 2015-06-30 | $100k | 1.2k | 84.67 |
| 2015-03-31 | $95k | 1.2k | 80.44 |
| 2014-12-31 | $86k | 940 | 91.49 |
| 2014-09-30 | $93k | 940 | 98.94 |
| 2014-06-30 | $100k | 920 | 108.70 |
| 2014-03-31 | $91k | 920 | 98.91 |
| 2013-12-31 | $114k | 1.3k | 90.69 |
| 2013-09-30 | $90k | 1.1k | 83.33 |
| 2013-06-30 | $92k | 1.1k | 82.44 |