HWMO
Heritage Wealth Management (Ohio)’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Sell |
6,392
-246
| -4% | -$95.5K | 0.8% | 24 |
|
|
2025
Q1 | $2.19M | Sell |
6,638
-437
| -6% | -$144K | 0.75% | 30 |
|
|
2024
Q4 | $2.57M | Sell |
7,075
-71
| -1% | -$25.8K | 0.85% | 22 |
|
|
2024
Q3 | $2.79M | Sell |
7,146
-90
| -1% | -$35.2K | 0.92% | 19 |
|
|
2024
Q2 | $2.38M | Buy |
+7,236
| New | +$2.38M | 0.8% | 25 |
|