Caterpillar shares owned by High Net Worth Advisory Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by High Net Worth Advisory Group
from 13F filings
Historical chart of High Net Worth Advisory Group investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by High Net Worth Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by High Net Worth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 2.9k | 477.31 |
| 2025-06-30 | $1.1M | 2.9k | 388.43 |
| 2025-03-31 | $982k | 3.0k | 329.94 |
| 2024-12-31 | $1.1M | 3.1k | 362.86 |
| 2024-09-30 | $1.5M | 3.9k | 391.17 |
| 2024-06-30 | $1.3M | 3.9k | 333.11 |
| 2024-03-31 | $1.3M | 3.6k | 366.43 |
| 2023-12-31 | $999k | 3.4k | 295.67 |
| 2023-09-30 | $982k | 3.6k | 273.00 |
| 2023-06-30 | $912k | 3.7k | 246.05 |
| 2023-03-31 | $930k | 4.1k | 228.84 |
| 2022-12-31 | $1.0M | 4.2k | 239.56 |
| 2022-09-30 | $717k | 4.4k | 164.00 |
| 2022-06-30 | $782k | 4.4k | 178.87 |
| 2022-03-31 | $1.0M | 4.6k | 220.00 |
| 2021-12-31 | $851k | 4.1k | 206.70 |
More positions owned by High Net Worth Advisory Group
View all positions for High Net Worth Advisory Group