Heck Capital Advisors’s Caterpillar CAT Stock Holding History

Heck Capital 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	$2.16M	Buy	2,025 +3	+0.1%	+$2.63K	0.13%	90
2026 Q1	$1.43M	Sell	2,022 -1,057	-34%	-$732K	0.11%	95
2025 Q4	$1.76M	Buy	3,079 +4	+0.1%	+$2.22K	0.13%	84
2025 Q3	$1.47M	Sell	3,075 -659	-18%	-$281K	0.11%	96
2025 Q2	$1.45M	Buy	3,734 +1,187	+47%	+$396K	0.12%	87
2025 Q1	$840K	Hold	2,547	–	–	0.09%	90
2024 Q4	$924K	Buy	2,547 +1	+0%	+$388	0.11%	86
2024 Q3	$996K	Sell	2,546 -16	-0.6%	-$5.53K	0.11%	83
2024 Q2	$853K	Hold	2,562	–	–	0.11%	83
2024 Q1	$939K	Buy	2,562 +2	+0.1%	+$639	0.14%	75
2023 Q4	$757K	Sell	2,560 -141	-5%	-$36.6K	0.12%	81
2023 Q3	$737K	Sell	2,701 -564	-17%	-$153K	0.14%	79
2023 Q2	$803K	Sell	3,265 -27	-0.8%	-$6.02K	0.14%	77
2023 Q1	$753K	Sell	3,292 -1,183	-26%	-$286K	0.14%	67
2022 Q4	$1.07M	Buy	4,475 +35	+0.8%	+$7.62K	0.21%	63
2022 Q3	$729K	Buy	4,440 +42	+1%	+$7.67K	0.15%	72
2022 Q2	$786K	Sell	4,398 -297	-6%	-$62.6K	0.16%	73
2022 Q1	$1.05M	Sell	4,695 -27	-0.6%	-$5.66K	0.19%	69
2021 Q4	$976K	Sell	4,722 -202	-4%	-$40.7K	0.18%	70
2021 Q3	$945K	Sell	4,924 -51	-1%	-$10.6K	0.19%	66
2021 Q2	$1.08M	Buy	4,975 +46	+0.9%	+$10.6K	0.21%	60
2021 Q1	$1.14M	Sell	4,929 -79	-2%	-$16.4K	0.25%	54
2020 Q4	$912K	Sell	5,008 -3	-0.1%	-$509	0.22%	51
2020 Q3	$747K	Buy	5,011 +304	+6%	+$42.7K	0.21%	46
2020 Q2	$595K	Buy	4,707 +1,480	+46%	+$175K	0.13%	49
2020 Q1	$374K	Buy	3,227 +1,297	+67%	+$166K	0.11%	53
2019 Q4	$285K	Hold	1,930	–	–	0.07%	75
2019 Q3	$244K	Hold	1,930	–	–	0.08%	78
2019 Q2	$263K	Sell	1,930 -1,100	-36%	-$145K	0.07%	72
2019 Q1	$411K	Hold	3,030	–	–	0.12%	49
2018 Q4	$385K	Hold	3,030	–	–	0.14%	48
2018 Q3	$462K	Hold	3,030	–	–	0.15%	48
2018 Q2	$411K	Buy	+3,030	New	+$453K	0.15%	47

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Heck Capital Advisors's CAT Position: Q2 2026 in Review

Heck Capital Advisors increased its Caterpillar (CAT) stake by 0.15% in Q2 2026, buying an estimated $2.63K and bringing the position to 2,025 shares worth $2.16M. The position accounts for 0.13% of the portfolio, ranked #90.

Heck Capital Advisors first reported a position in CAT in Q2 2018 and has held it in 33 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Heck Capital Advisors held 2,025 shares of Caterpillar worth $2.16M as of Q2 2026.
Heck Capital Advisors bought 3 Caterpillar shares in Q2 2026, an estimated $2.63K.
Caterpillar made up 0.13% of Heck Capital Advisors's portfolio in Q2 2026, its #90 holding.
Heck Capital Advisors first reported a position in Caterpillar in Q2 2018 and has held it in 33 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.