Heartwood Wealth Advisors’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 | $1.42M | Hold |
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|
2025
Q2 | $1.15M | Buy |
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|
2025
Q1 | $941K | Sell |
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|
2024
Q4 | $1.05M | Hold |
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|
2024
Q3 | $1.14M | Buy |
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|
2024
Q2 | $917K | Hold |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $799K | Hold |
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|
2023
Q3 | $738K | Buy |
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|
2023
Q2 | $542K | Hold |
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|
2023
Q1 | $504K | Buy |
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|
2022
Q4 | $360K | Buy |
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|
2022
Q3 | $246K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $336K | Buy |
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