Caterpillar shares owned by HTG Investment Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by HTG Investment Advisors
from 13F filings
Historical chart of HTG Investment Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by HTG Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $350k | 900 | 388.32 |
| 2025-03-31 | $297k | 900 | 329.89 |
| 2024-12-31 | $327k | 900 | 362.86 |
| 2024-09-30 | $352k | 900 | 391.23 |
| 2024-06-30 | $300k | 900 | 333.19 |
| 2024-03-31 | $335k | 914 | 366.53 |
| 2023-12-31 | $270k | 914 | 295.75 |
| 2023-09-30 | $249k | 910 | 273.08 |
| 2023-06-30 | $228k | 925 | 246.05 |
| 2023-03-31 | $200k | 875 | 228.84 |
| 2022-12-31 | $217k | 906 | 239.56 |