Hc Financial Advisors Inc / CAT
Hc Financial Advisors Inc’s Caterpillar Inc Position
Does Hc Financial Advisors Inc own Caterpillar Inc (CAT)? Yes — 13.9K shares worth $2M (+1.67% of its 13F portfolio) as of Q2 2022.
Position Value
$2M
Q2 2022
Shares
13.9K
% of Portfolio
+1.67%
Quarters Held
14
currently held
Position History CAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2022 | 13.9K | $2M | +1.67% |
| Q1 2022 | 13.9K | $3M | +1.85% |
| Q4 2021 | 13.9K | $3M | +1.60% |
| Q3 2021 | 13.9K | $3M | +1.61% |
| Q2 2021 | 13.9K | $3M | +1.77% |
| Q1 2021 | 13.9K | $3M | +1.97% |
| Q4 2020 | 13.9K | $3M | +1.63% |
| Q3 2020 | 13.9K | $2M | +1.49% |
| Q2 2020 | 14.0K | $2M | +1.39% |
| Q1 2020 | 14.0K | $2M | +1.46% |
| Q4 2019 | 14.0K | $2M | +1.63% |
| Q3 2019 | 14.0K | $2M | +1.52% |
| Q2 2019 | 13.9K | $2M | +1.90% |
| Q1 2019 | 13.9K | $2M | +1.98% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hc Financial Advisors Inc’s full portfolio or all institutional holders of CAT.