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
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Hohimer Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by Hohimer Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |