Caterpillar shares owned by Hrt Financial
Historical chart of Hrt Financial investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Hrt Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $48M | 84k | 572.86 |
| 2025-06-30 | $45M | 115k | 388.21 |
| 2024-09-30 | $18M | 47k | 391.10 |
| 2024-06-30 | $33M | 100k | 333.10 |
| 2024-03-31 | $12M | 32k | 366.42 |
| 2023-12-31 | $2.5M | 8.5k | 295.63 |
| 2023-09-30 | $3.1M | 11k | 272.95 |
| 2023-06-30 | $1.4M | 5.7k | 245.99 |
| 2023-03-31 | $515k | 2.3k | 228.58 |
| 2022-06-30 | $3.7M | 20k | 178.72 |
| 2022-03-31 | $6.0M | 27k | 222.80 |
| 2021-12-31 | $2.1M | 10k | 206.69 |
| 2020-12-31 | $582k | 3.2k | 181.99 |
| 2020-06-30 | $2.6M | 21k | 126.47 |
| 2019-12-31 | $5.5M | 37k | 147.67 |
| 2019-09-30 | $2.2M | 17k | 126.27 |
| 2019-06-30 | $5.1M | 37k | 136.29 |
| 2019-03-31 | $4.9M | 36k | 135.47 |
| 2018-12-31 | $620k | 4.9k | 126.95 |
| 2018-03-31 | $1.6M | 11k | 147.30 |
| 2017-06-30 | $547k | 5.1k | 107.44 |