HWA
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Heartwood Wealth Advisors’s Caterpillar CAT Stock Holding History

Heartwood Wealth Advisors’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
Q3 		$2.31M Sell
2,850
-125
-4% -$106K 0.18% 61
2026
Q2 		$3.17M Hold
2,975
– – 0.25% 51
2026
Q1 		$2.11M Hold
2,975
– – 0.18% 61
2025
Q4 		$1.7M Hold
2,975
– – 0.16% 62
2025
Q3 		$1.42M Hold
2,975
– – 0.13% 65
2025
Q2 		$1.15M Buy
2,975
+121
+4% +$40.3K 0.12% 71
2025
Q1 		$941K Sell
2,854
-50
-2% -$17.8K 0.11% 74
2024
Q4 		$1.05M Hold
2,904
– – 0.12% 64
2024
Q3 		$1.14M Buy
2,904
+150
+5% +$51.8K 0.13% 62
2024
Q2 		$917K Hold
2,754
– – 0.11% 70
2024
Q1 		$1.01M Buy
2,754
+50
+2% +$16K 0.12% 56
2023
Q4 		$799K Hold
2,704
– – 0.11% 61
2023
Q3 		$738K Buy
2,704
+500
+23% +$136K 0.11% 62
2023
Q2 		$542K Hold
2,204
– – 0.08% 80
2023
Q1 		$504K Buy
2,204
+700
+47% +$169K 0.08% 81
2022
Q4 		$360K Buy
1,504
+4
+0.3% +$871 0.06% 95
2022
Q3 		$246K Buy
+1,500
New +$274K 0.04% 100
2022
Q2 		– Sell
-1,510
Closed -$336K – 118
2022
Q1 		$336K Buy
+1,510
New +$317K 0.05% 95

Other funds holding CAT

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Heartwood Wealth Advisors's CAT Position: Q3 2026 in Review

Heartwood Wealth Advisors reduced its Caterpillar (CAT) stake by 4.2% in Q3 2026, selling an estimated $106K and leaving 2,850 shares worth $2.31M. The position accounts for 0.18% of the portfolio, ranked #61.

Heartwood Wealth Advisors first reported a position in CAT in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.17M in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Heartwood Wealth Advisors held 2,850 shares of Caterpillar worth $2.31M as of Q3 2026.
  • Heartwood Wealth Advisors sold 125 Caterpillar shares in Q3 2026, an estimated $106K.
  • Caterpillar made up 0.18% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #61 holding.
  • Heartwood Wealth Advisors first reported a position in Caterpillar in Q1 2022 and has held it in 18 quarters since.
  • Heartwood Wealth Advisors's Caterpillar position peaked at $3.17M in Q2 2026.
  • 214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.