Heartland Bank & Trust’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Hold |
2,748
| – | – | 0.5% | 39 |
|
|
2025
Q1 | $906K | Sell |
2,748
-204
| -7% | -$67.3K | 0.47% | 46 |
|
|
2024
Q4 | $1.07M | Buy |
2,952
+207
| +8% | +$75.1K | 0.58% | 35 |
|
|
2024
Q3 | $1.07M | Buy |
+2,745
| New | +$1.07M | 0.58% | 33 |
|
|
2021
Q4 | – | Sell |
-7,457
| Closed | -$1.43M | – | 127 |
|
|
2021
Q3 | $1.43M | Buy |
7,457
+390
| +6% | +$74.9K | 1.23% | 20 |
|
|
2021
Q2 | $1.54M | Buy |
+7,067
| New | +$1.54M | 1.42% | 16 |
|