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Heritage Wealth Management (Arizona)’s Caterpillar CAT Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$186K Buy
776
+410
+112% +$89.3K 0.03% 338
2022
Q3 		$60K Buy
366
+20
+6% +$3.65K 0.02% 382
2022
Q2 		$61.9K Sell
346
-9
-3% -$1.9K 0.02% 384
2022
Q1 		$79K Buy
+355
New +$74.5K 0.02% 399
2021
Q3 		$66K Hold
346
– – 0.02% 411
2021
Q2 		$75K Buy
346
+58
+20% +$13.4K 0.03% 394
2021
Q1 		$67K Buy
+288
New +$59.6K 0.04% 316

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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 $295B AUM 31.6% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s CAT Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Caterpillar (CAT) stake by 112% in Q4 2022, buying an estimated $89.3K and bringing the position to 776 shares worth $186K. The position accounts for 0.03% of the portfolio, ranked #338.

Heritage Wealth Management (Arizona) first reported a position in CAT in Q1 2021 and has held it in 7 quarters since. 2,283 funds tracked by Wall St. Rank hold CAT as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 776 shares of Caterpillar worth $186K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 410 Caterpillar shares in Q4 2022, an estimated $89.3K.
  • Caterpillar made up 0.03% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #338 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Caterpillar in Q1 2021 and has held it in 7 quarters since.
  • 2,283 funds tracked by Wall St. Rank held Caterpillar as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.