Heritage Wealth Advisors’s Caterpillar CAT Stock Holding History

Heritage 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
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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Wealth Advisors's CAT Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Caterpillar (CAT) stake by 52% in Q1 2026, selling an estimated $900K and leaving 1,223 shares worth $866K. The position accounts for 0.03% of the portfolio, ranked #97.

Heritage Wealth Advisors first reported a position in CAT in Q3 2018 and has held it in 30 quarters since. The position peaked at $1.45M in Q4 2025. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Heritage Wealth Advisors held 1,223 shares of Caterpillar worth $866K as of Q1 2026.
Heritage Wealth Advisors sold 1,300 Caterpillar shares in Q1 2026, an estimated $900K.
Caterpillar made up 0.03% of Heritage Wealth Advisors's portfolio in Q1 2026, its #97 holding.
Heritage Wealth Advisors first reported a position in Caterpillar in Q3 2018 and has held it in 30 quarters since.
Heritage Wealth Advisors's Caterpillar position peaked at $1.45M in Q4 2025.
3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.