Ownership history in HighPoint Advisor Group LLC · 34 quarters on record
This page tracks every 13F SEC filing in which HighPoint Advisor Group LLC reported a position in CATERPILLAR INC DEL (CAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 35,622 | -471 | -1.3% | 0.95% | $20.4M | $571.53 |
| 2025 Q3 | REDUCED | 36,093 | -289 | -0.8% | 0.82% | $17.2M | $474.67 |
| 2025 Q2 | REDUCED | 36,382 | -236 | -0.6% | 0.75% | $14.1M | $384.78 |
| 2025 Q1 | ADDED | 36,618 | +125 | +0.3% | 0.66% | $11.3M | $325.32 |
| 2024 Q4 | ADDED | 36,493 | +665 | +1.9% | 0.72% | $13.2M | $356.53 |
| 2024 Q3 | REDUCED | 35,828 | -193 | -0.5% | 0.79% | $13.6M | $383.03 |
| 2024 Q2 | ADDED | 36,021 | +682 | +1.9% | 0.73% | $12.3M | $324.88 |
| 2024 Q1 | REDUCED | 35,339 | -547 | -1.5% | 0.89% | $12.6M | $356.09 |
| 2023 Q4 | ADDED | 35,886 | +453 | +1.3% | 0.91% | $12.8M | $286.00 |
| 2022 Q2 | ADDED | 35,433 | +1,907 | +5.7% | 0.67% | $6.1M | $167.16 |
As of 2025 Q4 — sorted by position size