HWP
CAT icon

Heritage Wealth Partners’s Caterpillar CAT Stock Holding History

Heritage Wealth Partners’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
2025
Q1 		– Sell
-720
Closed -$261K – 67
2024
Q4 		$261K Sell
720
-923
-56% -$358K 0.33% 55
2024
Q3 		$643K Sell
1,643
-279
-15% -$96.4K 0.76% 34
2024
Q2 		$640K Buy
+1,922
New +$666K 0.93% 26

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Heritage Wealth Partners's CAT Position: Q1 2025 in Review

Heritage Wealth Partners sold out of Caterpillar (CAT) in Q1 2025, closing a stake of 720 shares — an estimated $261K sold.

Heritage Wealth Partners first reported a position in CAT in Q2 2024 and held it in 3 quarters. The position peaked at $643K in Q3 2024. 2,901 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

  • Heritage Wealth Partners reported no remaining Caterpillar position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Partners sold 720 Caterpillar shares in Q1 2025, an estimated $261K.
  • Heritage Wealth Partners first reported a position in Caterpillar in Q2 2024 and held it in 3 quarters.
  • Heritage Wealth Partners's Caterpillar position peaked at $643K in Q3 2024.
  • 2,901 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.