First Heartland Consultants’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.66M | Buy |
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|
2025
Q2 | $1.18M | Buy |
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|
2025
Q1 | $971K | Sell |
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|
2024
Q4 | $1.18M | Sell |
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|
2024
Q3 | $1.31M | Sell |
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|
2024
Q2 | $1.11K | Sell |
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|
2024
Q1 | $1.26M | Buy |
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|
2023
Q4 | $984K | Buy |
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|
2023
Q3 | $898K | Buy |
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|
2023
Q2 | $789K | Sell |
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|
2023
Q1 | $742K | Buy |
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|
2022
Q4 | $744K | Sell |
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|
2022
Q3 | $512K | Sell |
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|
2022
Q2 | $599K | Buy |
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|
2022
Q1 | $689K | Buy |
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|
2021
Q4 | $556 | Buy |
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|
2021
Q3 | $424K | Buy |
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|
2021
Q2 | $445K | Sell |
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|
2021
Q1 | $492K | Sell |
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|
2020
Q4 | $394K | Sell |
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|
2020
Q3 | $353K | Sell |
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|
2020
Q2 | $320K | Sell |
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|
2020
Q1 | $297K | Sell |
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|
2019
Q4 | $397K | Sell |
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|
2019
Q3 | $345K | Sell |
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|
2019
Q2 | $396K | Buy |
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|
2019
Q1 | $342K | Buy |
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|
2018
Q4 | $275K | Sell |
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|
2018
Q3 | $364K | Buy |
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|
2018
Q2 | $270K | Sell |
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|
2018
Q1 | $377K | Buy |
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|
2017
Q4 | $280K | Sell |
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|
2017
Q3 | $444K | Sell |
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|
2017
Q2 | $400K | Sell |
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|
2017
Q1 | $374K | Sell |
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|
2016
Q4 | $393K | Sell |
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|
2016
Q3 | $461K | Sell |
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|
2016
Q2 | $401 | Buy |
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|
2016
Q1 | $366K | Buy |
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|
2015
Q4 | $307K | Sell |
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|
2015
Q3 | $297K | Sell |
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|
2015
Q2 | $424 | Sell |
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|
2015
Q1 | $439K | Sell |
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|
2014
Q4 | $514K | Buy |
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|
2014
Q3 | $537K | Sell |
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|
2014
Q2 | $591K | Sell |
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|
2014
Q1 | $565K | Sell |
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|
2013
Q4 | $519K | Buy |
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|
2013
Q3 | $401K | Buy |
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|
2013
Q2 | $330K | Buy |
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