Caterpillar shares owned by Heritage Trust
Historical chart of Heritage Trust investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.0M | 11k | 366.43 |
| 2023-12-31 | $3.3M | 11k | 295.67 |
| 2023-09-30 | $3.1M | 11k | 273.00 |
| 2023-06-30 | $2.7M | 11k | 246.05 |
| 2023-03-31 | $2.1M | 9.3k | 228.84 |
| 2022-12-31 | $2.2M | 9.3k | 239.56 |
| 2022-09-30 | $1.5M | 9.3k | 163.93 |
| 2022-06-30 | $1.7M | 9.3k | 178.60 |
| 2022-03-31 | $2.1M | 9.4k | 222.64 |
| 2021-12-31 | $2.3M | 11k | 206.88 |
| 2021-09-30 | $2.1M | 11k | 191.96 |
| 2021-06-30 | $2.4M | 11k | 217.46 |
| 2021-03-31 | $2.5M | 11k | 231.75 |
| 2020-12-31 | $2.0M | 11k | 181.92 |
| 2020-09-30 | $1.4M | 9.7k | 149.09 |
| 2020-06-30 | $1.3M | 10k | 126.37 |
| 2020-03-31 | $1.2M | 10k | 116.13 |
| 2019-12-31 | $1.8M | 12k | 147.75 |
| 2019-09-30 | $1.6M | 13k | 126.29 |
| 2019-06-30 | $1.9M | 14k | 136.30 |
| 2019-03-31 | $2.0M | 14k | 135.46 |
| 2018-12-31 | $1.9M | 15k | 127.02 |
| 2018-09-30 | $2.1M | 14k | 152.51 |
| 2018-06-30 | $1.9M | 14k | 135.67 |
| 2018-03-31 | $2.1M | 14k | 147.35 |
| 2017-12-31 | $2.4M | 16k | 157.54 |
| 2017-09-30 | $2.0M | 16k | 124.74 |
| 2017-06-30 | $1.8M | 17k | 107.43 |
| 2017-03-31 | $1.7M | 18k | 92.77 |