HCA
Heck Capital Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
3,734
+1,187
| +47% | +$461K | 0.12% | 87 |
|
|
2025
Q1 | $840K | Hold |
2,547
| – | – | 0.09% | 90 |
|
|
2024
Q4 | $924K | Buy |
2,547
+1
| +0% | +$363 | 0.11% | 86 |
|
|
2024
Q3 | $996K | Sell |
2,546
-16
| -0.6% | -$6.26K | 0.11% | 83 |
|
|
2024
Q2 | $853K | Hold |
2,562
| – | – | 0.11% | 83 |
|
|
2024
Q1 | $939K | Buy |
2,562
+2
| +0.1% | +$733 | 0.14% | 75 |
|
|
2023
Q4 | $757K | Sell |
2,560
-141
| -5% | -$41.7K | 0.12% | 81 |
|
|
2023
Q3 | $737K | Sell |
2,701
-564
| -17% | -$154K | 0.14% | 79 |
|
|
2023
Q2 | $803K | Sell |
3,265
-27
| -0.8% | -$6.64K | 0.14% | 77 |
|
|
2023
Q1 | $753K | Sell |
3,292
-1,183
| -26% | -$271K | 0.14% | 67 |
|
|
2022
Q4 | $1.07M | Buy |
4,475
+35
| +0.8% | +$8.39K | 0.21% | 63 |
|
|
2022
Q3 | $729K | Buy |
4,440
+42
| +1% | +$6.89K | 0.15% | 72 |
|
|
2022
Q2 | $786K | Sell |
4,398
-297
| -6% | -$53.1K | 0.16% | 73 |
|
|
2022
Q1 | $1.05M | Sell |
4,695
-27
| -0.6% | -$6.02K | 0.19% | 69 |
|
|
2021
Q4 | $976K | Sell |
4,722
-202
| -4% | -$41.8K | 0.18% | 70 |
|
|
2021
Q3 | $945K | Sell |
4,924
-51
| -1% | -$9.79K | 0.19% | 66 |
|
|
2021
Q2 | $1.08M | Buy |
4,975
+46
| +0.9% | +$10K | 0.21% | 60 |
|
|
2021
Q1 | $1.14M | Sell |
4,929
-79
| -2% | -$18.3K | 0.25% | 54 |
|
|
2020
Q4 | $912K | Sell |
5,008
-3
| -0.1% | -$546 | 0.22% | 51 |
|
|
2020
Q3 | $747K | Buy |
5,011
+304
| +6% | +$45.3K | 0.21% | 46 |
|
|
2020
Q2 | $595K | Buy |
4,707
+1,480
| +46% | +$187K | 0.13% | 49 |
|
|
2020
Q1 | $374K | Buy |
3,227
+1,297
| +67% | +$151K | 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% | -$150K | 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 | +$411K | 0.15% | 47 |
|