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Caterpillar shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $312k 440 708.46

More positions owned by Heritage Wealth Management

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Broadcom (AVGO)
Palantir Technologies Cl A (PLTR)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Us Treas Bd Etf (GOVT)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Heritage Wealth Management

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Citadel Advisors
Wellington Management Company

View all funds holding Caterpillar