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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $997K | Hold |
|
|||||
|
2025
Q1 | $847K | Sell |
|
|||||
|
2024
Q4 | $932K | Buy |
|
|||||
|
2024
Q3 | $1M | Buy |
|
|||||
|
2024
Q2 | $851K | Hold |
|
|||||
|
2024
Q1 | $937K | Hold |
|
|||||
|
2023
Q4 | $756K | Hold |
|
|||||
|
2023
Q3 | $698K | Hold |
|
|||||
|
2023
Q2 | $629K | Hold |
|
|||||
|
2023
Q1 | $585K | Hold |
|
|||||
|
2022
Q4 | $612K | Hold |
|
|||||
|
2022
Q3 | $419K | Hold |
|
|||||
|
2022
Q2 | $457K | Hold |
|
|||||
|
2022
Q1 | $570K | Sell |
|
|||||
|
2021
Q4 | $535K | Hold |
|
|||||
|
2021
Q3 | $496K | Buy |
|
|||||
|
2021
Q2 | $556K | Buy |
|
|||||
|
2021
Q1 | $414K | Hold |
|
|||||
|
2020
Q4 | $325K | Hold |
|
|||||
|
2020
Q3 | $266K | Hold |
|
|||||
|
2020
Q2 | $226K | Buy |
|
|||||
|
2020
Q1 | $162K | Hold |
|
|||||
|
2019
Q4 | $207K | Hold |
|
|||||
|
2019
Q3 | $176K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $7.61K | Hold |
|
|||||
|
2018
Q4 | $7K | Hold |
|
|||||
|
2018
Q3 | $8K | Buy |
|