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

Heritage Wealth Management (Ohio)’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
Q2 		$6.19M Buy
+5,813
New +$5.11M 1.54% 11
2026
Q1 		– Sell
-6,212
Closed -$3.56M – 163
2025
Q4 		$3.56M Sell
6,212
-109
-2% -$60.6K 0.99% 18
2025
Q3 		$3.02M Sell
6,321
-71
-1% -$30.3K 0.89% 22
2025
Q2 		$2.48M Sell
6,392
-246
-4% -$82K 0.8% 24
2025
Q1 		$2.19M Sell
6,638
-437
-6% -$156K 0.75% 30
2024
Q4 		$2.57M Sell
7,075
-71
-1% -$27.5K 0.85% 22
2024
Q3 		$2.79M Sell
7,146
-90
-1% -$31.1K 0.92% 19
2024
Q2 		$2.38M Buy
+7,236
New +$2.51M 0.8% 25

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s CAT Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Caterpillar (CAT) in Q2 2026: 5,813 shares worth $6.19M. The stake represents 1.54% of the portfolio and ranks #11 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in CAT as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in CAT in Q2 2024 and has held it in 8 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 5,813 shares of Caterpillar worth $6.19M as of Q2 2026.
  • Caterpillar was a new Heritage Wealth Management (Ohio) position in Q2 2026.
  • Caterpillar made up 1.54% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #11 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Caterpillar in Q2 2024 and has held it in 8 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.