Caterpillar shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in Caterpillar
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Quarterly reported holdings in Caterpillar by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $13M | 35k | 366.43 |
| 2023-12-31 | $9.2M | 31k | 295.67 |
| 2023-09-30 | $7.6M | 28k | 273.00 |
| 2023-06-30 | $7.1M | 29k | 246.05 |
| 2023-03-31 | $6.6M | 29k | 228.84 |
| 2022-12-31 | $6.8M | 28k | 239.56 |
| 2022-09-30 | $4.3M | 27k | 164.06 |
| 2022-06-30 | $4.8M | 27k | 178.78 |
| 2022-03-31 | $6.0M | 27k | 222.50 |
| 2021-12-31 | $4.6M | 23k | 206.77 |
| 2021-09-30 | $4.0M | 21k | 191.84 |
| 2021-06-30 | $3.7M | 17k | 217.59 |
| 2021-03-31 | $3.6M | 16k | 232.23 |
| 2020-12-31 | $2.6M | 14k | 181.88 |
| 2020-09-30 | $5.6M | 38k | 149.21 |
| 2020-06-30 | $1.7M | 14k | 126.53 |
| 2020-03-31 | $2.0M | 17k | 116.34 |
| 2019-12-31 | $2.5M | 17k | 147.45 |
| 2019-09-30 | $2.0M | 16k | 126.57 |
| 2019-06-30 | $1.5M | 11k | 136.31 |
| 2019-03-31 | $1.4M | 10k | 135.51 |
| 2018-12-31 | $1.1M | 8.3k | 127.36 |
More positions owned by H D Vest Advisory Services
View all positions for H D Vest Advisory Services