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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

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by HTG Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by HTG Investment Advisors

Quarter filed Position value Share count Share price at filing
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

More positions owned by HTG Investment Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Cbre Group Cl A (CBRE)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Equity Etf (DFUS)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for HTG Investment Advisors

Top funds holding Caterpillar

Vanguard Group
State Farm Mutual Automobile Insurance Company
Fisher Investments
Bill & Melinda Gates Foundation Trust
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group
Charles Schwab Investment Management
Amundi
Dimensional Fund Advisors
Royal Bank of Canada
Ubs Global Asset Management Americas

View all funds holding Caterpillar