First Heartland Consultants’s Caterpillar CAT Stock Holding History

First Heartland Consultants’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.54M	Sell	4,264 -97	-2%	-$85.2K	0.29%	83
2026 Q1	$3.09M	Buy	4,361 +242	+6%	+$168K	0.24%	93
2025 Q4	$2.36M	Buy	4,119 +645	+19%	+$358K	0.18%	106
2025 Q3	$1.66M	Buy	3,474 +437	+14%	+$187K	0.13%	125
2025 Q2	$1.18M	Buy	3,037 +93	+3%	+$31K	0.1%	146
2025 Q1	$971K	Sell	2,944 -314	-10%	-$112K	0.1%	150
2024 Q4	$1.18M	Sell	3,258 -81	-2%	-$31.4K	0.12%	138
2024 Q3	$1.31M	Sell	3,339 -2	-0.1%	-$691	0.14%	120
2024 Q2	$1.11K	Sell	3,341 -96	-3%	-$33.3K	0.08%	156
2024 Q1	$1.26M	Buy	3,437 +110	+3%	+$35.2K	0.13%	145
2023 Q4	$984K	Buy	3,327 +36	+1%	+$9.34K	0.12%	142
2023 Q3	$898K	Buy	3,291 +84	+3%	+$22.8K	0.11%	151
2023 Q2	$789K	Sell	3,207 -35	-1%	-$7.8K	0.1%	160
2023 Q1	$742K	Buy	3,242 +136	+4%	+$32.9K	0.11%	160
2022 Q4	$744K	Sell	3,106 -17	-0.5%	-$3.7K	0.12%	152
2022 Q3	$512K	Sell	3,123 -233	-7%	-$42.6K	43.97%	1
2022 Q2	$599K	Buy	3,356 +263	+9%	+$55.4K	0.09%	166
2022 Q1	$689K	Buy	3,093 +402	+15%	+$84.3K	0.11%	149
2021 Q4	$556	Buy	2,691 +483	+22%	+$97.3K	0.02%	182
2021 Q3	$424K	Buy	2,208 +165	+8%	+$34.4K	0.06%	226
2021 Q2	$445K	Sell	2,043 -80	-4%	-$18.5K	0.07%	229
2021 Q1	$492K	Sell	2,123 -39	-2%	-$8.07K	0.08%	206
2020 Q4	$394K	Sell	2,162 -202	-9%	-$34.3K	0.07%	190
2020 Q3	$353K	Sell	2,364 -163	-6%	-$22.9K	0.07%	187
2020 Q2	$320K	Sell	2,527 -29	-1%	-$3.44K	0.06%	204
2020 Q1	$297K	Sell	2,556 -129	-5%	-$16.5K	0.08%	187
2019 Q4	$397K	Sell	2,685 -49	-2%	-$6.84K	0.08%	201
2019 Q3	$345K	Sell	2,734 -171	-6%	-$21.7K	0.07%	208
2019 Q2	$396K	Buy	2,905 +381	+15%	+$50.3K	0.1%	183
2019 Q1	$342K	Buy	2,524 +360	+17%	+$47.8K	0.1%	187
2018 Q4	$275K	Sell	2,164 -220	-9%	-$28.6K	0.1%	183
2018 Q3	$364K	Buy	2,384 +394	+20%	+$55.7K	0.11%	169
2018 Q2	$270K	Sell	1,990 -569	-22%	-$85K	0.1%	199
2018 Q1	$377K	Buy	2,559 +779	+44%	+$123K	0.11%	189
2017 Q4	$280K	Sell	1,780 -1,783	-50%	-$247K	0.08%	220
2017 Q3	$444K	Sell	3,563 -160	-4%	-$18.4K	0.11%	230
2017 Q2	$400K	Sell	3,723 -307	-8%	-$31.2K	0.1%	230
2017 Q1	$374K	Sell	4,030 -207	-5%	-$19.6K	0.1%	224
2016 Q4	$393K	Sell	4,237 -958	-18%	-$86.8K	0.12%	215
2016 Q3	$461K	Sell	5,195 -93	-2%	-$7.61K	0.13%	177
2016 Q2	$401	Buy	5,288 +513	+11%	+$38.4K	0.04%	182
2016 Q1	$366K	Buy	4,775 +251	+6%	+$16.8K	0.14%	171
2015 Q4	$307K	Sell	4,524 -17	-0.4%	-$1.19K	0.12%	191
2015 Q3	$297K	Sell	4,541 -461	-9%	-$35.3K	0.12%	183
2015 Q2	$424	Sell	5,002 -479	-9%	-$41.2K	0.12%	161
2015 Q1	$439K	Sell	5,481 -134	-2%	-$11.1K	0.17%	153
2014 Q4	$514K	Buy	5,615 +188	+3%	+$18.3K	0.21%	130
2014 Q3	$537K	Sell	5,427 -13	-0.2%	-$1.38K	0.24%	124
2014 Q2	$591K	Sell	5,440 -248	-4%	-$26K	0.27%	110
2014 Q1	$565K	Sell	5,688 -24	-0.4%	-$2.26K	0.28%	105
2013 Q4	$519K	Buy	5,712 +921	+19%	+$78.6K	0.29%	98
2013 Q3	$401K	Buy	4,791 +791	+20%	+$66.9K	0.24%	127
2013 Q2	$330K	Buy	+4,000	New	+$340K	0.19%	134

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

First Heartland Consultants's CAT Position: Q2 2026 in Review

First Heartland Consultants reduced its Caterpillar (CAT) stake by 2.2% in Q2 2026, selling an estimated $85.2K and leaving 4,264 shares worth $4.54M. The position accounts for 0.29% of the portfolio, ranked #83.

First Heartland Consultants first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

First Heartland Consultants held 4,264 shares of Caterpillar worth $4.54M as of Q2 2026.
First Heartland Consultants sold 97 Caterpillar shares in Q2 2026, an estimated $85.2K.
Caterpillar made up 0.29% of First Heartland Consultants's portfolio in Q2 2026, its #83 holding.
First Heartland Consultants first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.