Heck Capital Advisors, LLC Caterpillar Inc Transaction History

Heck Capital Advisors, LLC

$1.16 Trillion
Q2 2025

A detailed history of Heck Capital Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Heck Capital Advisors, LLC holds 3,734 shares of CAT stock, worth $1.56 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

3,734

Previous 2,547 46.6%

Holding current value

$1.56 Million

Previous $840 Million 72.58%

% of portfolio

0.12%

Previous 0.09%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$273.94 - $388.21 $325,166 - $460,805	1,187 Added 46.6%	3,734 $1.45 Billion
Q1 2025 May 12, 2025	BUY	$326.75 - $407.63 $832,232 - $1.04 Million	2,547 New	2,547 $840 Million
Q4 2024 Jan 23, 2025	BUY	$360.37 - $416.88 $1.35 Million - $1.56 Million	3,747 New	3,747 $1.36 Billion
Q3 2024 May 19, 2025	SELL	$316.8 - $391.12 $5,068 - $6,257	-16 Reduced 0.62%	2,546 $996 Million
Q1 2024 May 19, 2025	BUY	$278.63 - $366.43 $557 - $732	2 Added 0.08%	2,562 $939 Million
Q4 2023 May 19, 2025	SELL	$226.05 - $298.12 $31,873 - $42,034	-141 Reduced 5.22%	2,560 $757 Million
Q3 2023 May 19, 2025	BUY	$240.58 - $288.65 $37,049 - $44,452	154 Added 6.05%	2,701 $737 Million
Q2 2023 May 19, 2025	SELL	$205.75 - $247.67 $5,555 - $6,687	-27 Reduced 0.82%	3,265 $803 Million
Q1 2023 May 19, 2025	SELL	$215.01 - $264.54 $254,356 - $312,950	-1,183 Reduced 26.44%	3,292 $753 Million
Q4 2022 May 19, 2025	BUY	$171.23 - $243.14 $327,562 - $465,126	1,913 Added 74.67%	4,475 $1.07 Billion
Q3 2022 May 20, 2025	BUY	$162.44 - $198.25 $307,498 - $375,287	1,893 Added 74.32%	4,440 $729 Million
Q3 2022 May 19, 2025	SELL	$162.44 - $198.25 $298,239 - $363,987	-1,836 Reduced 41.75%	2,562 $939 Million
Q2 2022 May 19, 2025	SELL	$178.67 - $235.08 $53,064 - $69,818	-297 Reduced 6.33%	4,398 $786 Million
Q1 2022 May 19, 2025	BUY	$182.83 - $229.87 $392,718 - $493,760	2,148 Added 84.33%	4,695 $1.05 Billion
Q4 2021 May 19, 2025	SELL	$188.94 - $214.25 $38,165 - $43,278	-202 Reduced 4.1%	4,722 $976 Million
Q3 2021 May 19, 2025	SELL	$189.84 - $221.66 $9,681 - $11,304	-51 Reduced 1.03%	4,924 $945 Million
Q2 2021 May 19, 2025	BUY	$208.86 - $244.79 $9,607 - $11,260	46 Added 0.93%	4,975 $1.08 Billion
Q1 2021 May 19, 2025	SELL	$180.63 - $233.63 $14,269 - $18,456	-79 Reduced 1.58%	4,929 $1.14 Billion
Q4 2020 May 19, 2025	SELL	$146.71 - $182.21 $440 - $546	-3 Reduced 0.06%	5,008 $912 Million
Q3 2020 May 19, 2025	BUY	$125.73 - $153.87 $309,798 - $379,135	2,464 Added 96.74%	5,011 $747 Million
Q2 2020 May 19, 2025	BUY	$104.48 - $137.72 $154,630 - $203,825	1,480 Added 45.86%	4,707 $595 Million
Q1 2020 May 19, 2025	BUY	$91.85 - $150.53 $119,129 - $195,237	1,297 Added 67.2%	3,227 $374 Million
Q2 2019 May 19, 2025	SELL	$119.81 - $143.36 $131,791 - $157,696	-1,100 Reduced 36.3%	1,930 $263 Million
Q1 2019 May 19, 2025	BUY	$121.51 - $141.41 $58,689 - $68,301	483 Added 18.96%	3,030 $411 Million
Q2 2018 May 19, 2025	BUY	$134.61 - $158.92 $65,016 - $76,758	483 Added 18.96%	3,030 $411 Million

Others Institutions Holding CAT

# of Institutions

3,363

Shares Held

336M

Call Options Held

6.94M

Put Options Held

6.23M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $220B
Description
Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide. Its Construction Industries segment offers asphalt pavers, backhoe loaders, compactors, cold planers, compact track and multi-terrain loaders, excavators, motorgraders, pipelayers, road reclaimers, sit...

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Heck Capital Advisors, LLC Caterpillar Inc Transaction History