Heritage Wealth Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $992K | Hold |
1,223
| – | – | 0.04% | 88 |
|
|
2026
Q2 | $1.3M | Hold |
1,223
| – | – | 0.04% | 77 |
|
|
2026
Q1 | $866K | Sell |
1,223
-1,300
| -52% | -$900K | 0.03% | 97 |
|
|
2025
Q4 | $1.45M | Sell |
2,523
-45
| -2% | -$25K | 0.06% | 81 |
|
|
2025
Q3 | $1.23M | Hold |
2,568
| – | – | 0.05% | 74 |
|
|
2025
Q2 | $997K | Hold |
2,568
| – | – | 0.05% | 82 |
|
|
2025
Q1 | $847K | Sell |
2,568
-2
| -0.1% | -$712 | 0.04% | 89 |
|
|
2024
Q4 | $932K | Buy |
2,570
+2
| +0.1% | +$776 | 0.05% | 88 |
|
|
2024
Q3 | $1M | Buy |
2,568
+12
| +0.5% | +$4.14K | 0.05% | 89 |
|
|
2024
Q2 | $851K | Hold |
2,556
| – | – | 0.04% | 90 |
|
|
2024
Q1 | $937K | Hold |
2,556
| – | – | 0.04% | 91 |
|
|
2023
Q4 | $756K | Hold |
2,556
| – | – | 0.04% | 109 |
|
|
2023
Q3 | $698K | Hold |
2,556
| – | – | 0.04% | 104 |
|
|
2023
Q2 | $629K | Hold |
2,556
| – | – | 0.03% | 114 |
|
|
2023
Q1 | $585K | Hold |
2,556
| – | – | 0.03% | 118 |
|
|
2022
Q4 | $612K | Hold |
2,556
| – | – | 0.04% | 114 |
|
|
2022
Q3 | $419K | Hold |
2,556
| – | – | 0.03% | 132 |
|
|
2022
Q2 | $457K | Hold |
2,556
| – | – | 0.03% | 131 |
|
|
2022
Q1 | $570K | Sell |
2,556
-30
| -1% | -$6.29K | 0.03% | 125 |
|
|
2021
Q4 | $535K | Hold |
2,586
| – | – | 0.03% | 133 |
|
|
2021
Q3 | $496K | Buy |
2,586
+30
| +1% | +$6.25K | 0.03% | 136 |
|
|
2021
Q2 | $556K | Buy |
2,556
+771
| +43% | +$178K | 0.03% | 133 |
|
|
2021
Q1 | $414K | Hold |
1,785
| – | – | 0.03% | 151 |
|
|
2020
Q4 | $325K | Hold |
1,785
| – | – | 0.02% | 162 |
|
|
2020
Q3 | $266K | Hold |
1,785
| – | – | 0.03% | 130 |
|
|
2020
Q2 | $226K | Buy |
1,785
+385
| +28% | +$45.6K | 0.03% | 135 |
|
|
2020
Q1 | $162K | Hold |
1,400
| – | – | 0.03% | 146 |
|
|
2019
Q4 | $207K | Hold |
1,400
| – | – | 0.03% | 166 |
|
|
2019
Q3 | $176K | Buy |
+1,400
| New | +$178K | 0.03% | 166 |
|
|
2019
Q2 | – | Sell |
-56
| Closed | -$7.61K | – | 455 |
|
|
2019
Q1 | $7.61K | Hold |
56
| – | – | ﹤0.01% | 372 |
|
|
2018
Q4 | $7K | Hold |
56
| – | – | ﹤0.01% | 327 |
|
|
2018
Q3 | $8K | Buy |
+56
| New | +$7.92K | ﹤0.01% | 312 |
|
Other funds holding CAT
Heritage Wealth Advisors's CAT Position: Q3 2026 in Review
Heritage Wealth Advisors held its Caterpillar (CAT) position steady in Q3 2026 at 1,223 shares worth $992K. The position accounts for 0.04% of the portfolio, ranked #88.
Heritage Wealth Advisors first reported a position in CAT in Q3 2018 and has held it in 32 quarters since. The position peaked at $1.45M in Q4 2025. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.
- Heritage Wealth Advisors held 1,223 shares of Caterpillar worth $992K as of Q3 2026.
- Heritage Wealth Advisors left its Caterpillar share count unchanged in Q3 2026.
- Caterpillar made up 0.04% of Heritage Wealth Advisors's portfolio in Q3 2026, its #88 holding.
- Heritage Wealth Advisors first reported a position in Caterpillar in Q3 2018 and has held it in 32 quarters since.
- Heritage Wealth Advisors's Caterpillar position peaked at $1.45M in Q4 2025.
- 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.
Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.