Heritage Wealth Partners, LLC

SEC CIK: 0001963794
Latest filing: May 14, 2025

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by Heritage Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overview All 13F holders of CAT Full Q1 2025 holdings

Shares (Q1 2025): 0; Sold out in Q1 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2024

Holdings of CAT by Heritage Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2025	0	$0	0.0%	−720−100.0%	Sold out	Holders
Q4 2024	720	$261.2K	0.3%	−923−56.2%	Reduced	Holders
Q3 2024	1,643	$642.6K	0.8%	−279−14.5%	Reduced	Holders
Q2 2024	1,922	$640.2K	0.9%	+1,922	New	Holders