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Heritage Oak Wealth Advisors’s Caterpillar CAT Stock Holding History

Heritage Oak Wealth 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
2024
Q4 		– Sell
-1,118
Closed -$437K – 87
2024
Q3 		$437K Buy
+1,118
New +$386K 0.2% 73

Other funds holding CAT

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Heritage Oak Wealth Advisors's CAT Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of Caterpillar (CAT) in Q4 2024, closing a stake of 1,118 shares — an estimated $437K sold.

Heritage Oak Wealth Advisors first reported a position in CAT in Q3 2024 and held it in 1 quarter. The position peaked at $437K in Q3 2024. 3,001 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining Caterpillar position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 1,118 Caterpillar shares in Q4 2024, an estimated $437K.
  • Heritage Oak Wealth Advisors first reported a position in Caterpillar in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Caterpillar position peaked at $437K in Q3 2024.
  • 3,001 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.