Heritage Financial Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Sell |
909
-70
| -7% | -$27.2K | 0.03% | 86 |
|
|
2025
Q1 | $323K | Buy |
979
+28
| +3% | +$9.23K | 0.03% | 86 |
|
|
2024
Q4 | $345K | Buy |
951
+42
| +5% | +$15.2K | 0.05% | 80 |
|
|
2024
Q3 | $356K | Hold |
909
| – | – | 0.05% | 76 |
|
|
2024
Q2 | $303K | Sell |
909
-5
| -0.5% | -$1.67K | 0.04% | 77 |
|
|
2024
Q1 | $335K | Buy |
914
+64
| +8% | +$23.5K | 0.05% | 72 |
|
|
2023
Q4 | $251K | Buy |
850
+100
| +13% | +$29.6K | 0.04% | 84 |
|
|
2023
Q3 | $205K | Buy |
+750
| New | +$205K | 0.04% | 77 |
|
|
2022
Q3 | – | Sell |
-250
| Closed | -$44K | – | 125 |
|
|
2022
Q2 | $44K | Buy |
+250
| New | +$44K | 0.02% | 172 |
|