HFS
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Heritage Financial Services’s Caterpillar CAT Stock Holding History

Heritage Financial Services’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
2025
Q4 		$526K Buy
919
+8
+0.9% +$4.45K 0.04% 70
2025
Q3 		$435K Buy
911
+2
+0.2% +$854 0.04% 83
2025
Q2 		$353K Sell
909
-70
-7% -$23.3K 0.03% 86
2025
Q1 		$323K Buy
979
+28
+3% +$9.97K 0.03% 86
2024
Q4 		$345K Buy
951
+42
+5% +$16.3K 0.05% 80
2024
Q3 		$356K Hold
909
– – 0.05% 76
2024
Q2 		$303K Sell
909
-5
-0.5% -$1.73K 0.04% 77
2024
Q1 		$335K Buy
914
+64
+8% +$20.5K 0.05% 72
2023
Q4 		$251K Buy
850
+100
+13% +$25.9K 0.04% 84
2023
Q3 		$205K Buy
+750
New +$203K 0.04% 77
2022
Q3 		– Sell
-250
Closed -$44K – 125
2022
Q2 		$44K Buy
+250
New +$52.7K 0.02% 172

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Heritage Financial Services's CAT Position: Q4 2025 in Review

Heritage Financial Services increased its Caterpillar (CAT) stake by 0.88% in Q4 2025, buying an estimated $4.45K and bringing the position to 919 shares worth $526K. The position accounts for 0.04% of the portfolio, ranked #70.

Heritage Financial Services first reported a position in CAT in Q2 2022 and has held it in 11 quarters since. 3,522 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • Heritage Financial Services held 919 shares of Caterpillar worth $526K as of Q4 2025.
  • Heritage Financial Services bought 8 Caterpillar shares in Q4 2025, an estimated $4.45K.
  • Caterpillar made up 0.04% of Heritage Financial Services's portfolio in Q4 2025, its #70 holding.
  • Heritage Financial Services first reported a position in Caterpillar in Q2 2022 and has held it in 11 quarters since.
  • 3,522 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.