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 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

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

Heartwood Wealth Advisors's CAT Position: Q2 2026 in Review

Heartwood Wealth Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 2,975 shares worth $3.17M. The position accounts for 0.25% of the portfolio, ranked #51.

Heartwood Wealth Advisors first reported a position in CAT in Q1 2022 and has held it in 17 quarters since. 1,225 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Heartwood Wealth Advisors held 2,975 shares of Caterpillar worth $3.17M as of Q2 2026.
Heartwood Wealth Advisors left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.25% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #51 holding.
Heartwood Wealth Advisors first reported a position in Caterpillar in Q1 2022 and has held it in 17 quarters since.
1,225 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.