Heck Capital 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
Q2 | $1.45M | Buy |
|
|||||
|
2025
Q1 | $840K | Hold |
|
|||||
|
2024
Q4 | $924K | Buy |
|
|||||
|
2024
Q3 | $996K | Sell |
|
|||||
|
2024
Q2 | $853K | Hold |
|
|||||
|
2024
Q1 | $939K | Buy |
|
|||||
|
2023
Q4 | $757K | Sell |
|
|||||
|
2023
Q3 | $737K | Sell |
|
|||||
|
2023
Q2 | $803K | Sell |
|
|||||
|
2023
Q1 | $753K | Sell |
|
|||||
|
2022
Q4 | $1.07M | Buy |
|
|||||
|
2022
Q3 | $729K | Buy |
|
|||||
|
2022
Q2 | $786K | Sell |
|
|||||
|
2022
Q1 | $1.05M | Sell |
|
|||||
|
2021
Q4 | $976K | Sell |
|
|||||
|
2021
Q3 | $945K | Sell |
|
|||||
|
2021
Q2 | $1.08M | Buy |
|
|||||
|
2021
Q1 | $1.14M | Sell |
|
|||||
|
2020
Q4 | $912K | Sell |
|
|||||
|
2020
Q3 | $747K | Buy |
|
|||||
|
2020
Q2 | $595K | Buy |
|
|||||
|
2020
Q1 | $374K | Buy |
|
|||||
|
2019
Q4 | $285K | Hold |
|
|||||
|
2019
Q3 | $244K | Hold |
|
|||||
|
2019
Q2 | $263K | Sell |
|
|||||
|
2019
Q1 | $411K | Hold |
|
|||||
|
2018
Q4 | $385K | Hold |
|
|||||
|
2018
Q3 | $462K | Hold |
|
|||||
|
2018
Q2 | $411K | Buy |
|