Caterpillar shares owned by Heritage Investors Management Corp.
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Heritage Investors Management Corp.
from 13F filings
Historical chart of Heritage Investors Management Corp. investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Heritage Investors Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $51M | 138k | 366.43 |
| 2023-12-31 | $43M | 144k | 295.67 |
| 2023-09-30 | $40M | 145k | 273.01 |
| 2023-06-30 | $39M | 157k | 246.05 |
| 2023-03-31 | $36M | 157k | 228.84 |
| 2022-12-31 | $39M | 161k | 239.56 |
| 2022-09-30 | $27M | 166k | 164.08 |
| 2022-06-30 | $29M | 165k | 178.76 |
| 2022-03-31 | $37M | 165k | 222.82 |
| 2021-12-31 | $34M | 162k | 206.74 |
| 2021-09-30 | $31M | 161k | 191.97 |
| 2021-06-30 | $35M | 161k | 217.63 |
| 2021-03-31 | $38M | 165k | 231.87 |
| 2020-12-31 | $32M | 177k | 182.02 |
| 2020-09-30 | $28M | 184k | 149.15 |
| 2020-06-30 | $24M | 189k | 126.50 |
| 2020-03-31 | $22M | 190k | 116.04 |
| 2019-12-31 | $29M | 195k | 147.68 |
| 2019-09-30 | $25M | 197k | 126.31 |
| 2019-06-30 | $27M | 197k | 136.29 |
| 2019-03-31 | $27M | 197k | 135.49 |
| 2018-12-31 | $25M | 200k | 127.07 |
| 2018-09-30 | $30M | 198k | 152.49 |
| 2018-06-30 | $27M | 196k | 135.67 |
| 2018-03-31 | $29M | 195k | 147.38 |
| 2017-12-31 | $31M | 198k | 157.58 |
| 2017-09-30 | $26M | 207k | 124.71 |
| 2017-06-30 | $23M | 215k | 107.46 |
| 2017-03-31 | $20M | 220k | 92.76 |
| 2016-12-31 | $21M | 223k | 92.74 |
| 2016-09-30 | $20M | 228k | 88.77 |
| 2016-06-30 | $17M | 229k | 75.81 |
| 2016-03-31 | $17M | 225k | 76.54 |
| 2015-12-31 | $15M | 214k | 67.96 |
| 2015-09-30 | $14M | 218k | 65.36 |
| 2015-06-30 | $18M | 212k | 84.82 |
| 2015-03-31 | $17M | 207k | 80.03 |
| 2014-12-31 | $18M | 195k | 91.53 |
| 2014-09-30 | $19M | 193k | 99.03 |
| 2014-06-30 | $21M | 192k | 108.67 |
| 2014-03-31 | $19M | 196k | 99.37 |
| 2013-12-31 | $18M | 193k | 90.81 |
| 2013-09-30 | $16M | 189k | 83.40 |
| 2013-06-30 | $15M | 180k | 82.49 |
| 2013-03-31 | $15M | 172k | 86.97 |
| 2012-12-31 | $15M | 164k | 89.61 |
| 2012-09-30 | $13M | 145k | 86.04 |
| 2012-06-30 | $11M | 133k | 84.91 |
| 2012-03-31 | $13M | 121k | 106.52 |
| 2011-12-31 | $12M | 127k | 90.60 |
| 2011-09-30 | $9.4M | 128k | 73.84 |
| 2011-06-30 | $12M | 114k | 106.46 |
| 2011-03-31 | $13M | 120k | 111.35 |
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