Caterpillar shares owned by Hohimer Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Hohimer Wealth Management
from 13F filings
Historical chart of Hohimer Wealth Management investment in Caterpillar
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All positions including Caterpillar held by Hohimer Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Hohimer Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 3.7k | 477.10 |
| 2025-06-30 | $1.4M | 3.7k | 388.24 |
| 2025-03-31 | $1.3M | 3.9k | 329.81 |
| 2024-12-31 | $1.8M | 4.9k | 362.76 |
| 2024-09-30 | $1.9M | 4.8k | 391.12 |
| 2024-06-30 | $1.5M | 4.6k | 333.10 |
| 2024-03-31 | $644k | 1.8k | 366.43 |
| 2023-12-31 | $490k | 1.7k | 295.67 |
| 2023-09-30 | $454k | 1.7k | 273.00 |
| 2023-06-30 | $418k | 1.7k | 246.02 |
| 2023-03-31 | $387k | 1.7k | 228.79 |
| 2022-12-31 | $357k | 1.5k | 239.63 |
| 2022-09-30 | $242k | 1.5k | 163.85 |
| 2022-06-30 | $264k | 1.5k | 178.74 |
| 2022-03-31 | $329k | 1.5k | 222.90 |
| 2021-12-31 | $301k | 1.5k | 206.45 |
| 2021-09-30 | $280k | 1.5k | 192.04 |
| 2021-06-30 | $317k | 1.5k | 217.42 |
| 2021-03-31 | $338k | 1.5k | 231.98 |
| 2020-12-31 | $274k | 1.5k | 181.82 |
| 2020-09-30 | $252k | 1.5k | 167.22 |
| 2019-12-31 | $234k | 1.6k | 147.73 |