Caterpillar shares owned by Thomas J. Herzfeld Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Thomas J. Herzfeld Advisors
from 13F filings
Historical chart of Thomas J. Herzfeld Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Thomas J. Herzfeld Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by Thomas J. Herzfeld Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $7.9k | 29 | 273.00 |
2023-06-30 | $7.1k | 29 | 246.03 |
2023-03-31 | $6.6k | 29 | 228.83 |
2022-12-31 | $6.9k | 29 | 239.55 |
2022-09-30 | $5.0k | 29 | 172.41 |
2022-06-30 | $5.0k | 29 | 172.41 |
2017-09-30 | $89k | 713 | 124.82 |
2017-06-30 | $76k | 708 | 107.34 |
2017-03-31 | $65k | 703 | 92.46 |
2016-12-31 | $65k | 697 | 93.26 |
2016-09-30 | $61k | 692 | 88.15 |
2016-06-30 | $52k | 686 | 75.80 |
More positions owned by Thomas J. Herzfeld Advisors
View all positions for Thomas J. Herzfeld Advisors