AHC
Anderson Hoagland & Co’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.47M | Buy |
19,250
+39
| +0.2% | +$15.1K | 0.71% | 41 |
|
|
2025
Q1 | $5.26M | Buy |
19,211
+29
| +0.2% | +$7.94K | 0.62% | 46 |
|
|
2024
Q4 | $7.4M | Hold |
19,182
| – | – | 0.76% | 39 |
|
|
2024
Q3 | $7.62M | Sell |
19,182
-448
| -2% | -$178K | 0.78% | 41 |
|
|
2024
Q2 | $6.4M | Hold |
19,630
| – | – | 0.67% | 45 |
|
|
2024
Q1 | $7.3M | Sell |
19,630
-750
| -4% | -$279K | 0.82% | 40 |
|
|
2023
Q4 | $5.85M | Sell |
20,380
-51
| -0.2% | -$14.6K | 0.72% | 41 |
|
|
2023
Q3 | $5.58M | Buy |
20,431
+14
| +0.1% | +$3.82K | 0.75% | 34 |
|
|
2023
Q2 | $5.02M | Hold |
20,417
| – | – | 0.65% | 37 |
|
|
2023
Q1 | $4.67M | Sell |
20,417
-13,767
| -40% | -$3.15M | 0.67% | 38 |
|
|
2022
Q4 | $8.4M | Buy |
34,184
+556
| +2% | +$137K | 1.22% | 23 |
|
|
2022
Q3 | $5.52M | Buy |
33,628
+280
| +0.8% | +$45.9K | 0.88% | 33 |
|
|
2022
Q2 | $6.01M | Sell |
33,348
-380
| -1% | -$68.5K | 0.9% | 33 |
|
|
2022
Q1 | $7.52M | Sell |
33,728
-236
| -0.7% | -$52.6K | 0.97% | 33 |
|
|
2021
Q4 | $7.28M | Sell |
33,964
-551
| -2% | -$118K | 0.95% | 32 |
|
|
2021
Q3 | $6.63M | Buy |
34,515
+124
| +0.4% | +$23.8K | 0.84% | 33 |
|
|
2021
Q2 | $7.49M | Buy |
34,391
+702
| +2% | +$153K | 0.95% | 31 |
|
|
2021
Q1 | $7.81M | Buy |
33,689
+500
| +2% | +$116K | 1.1% | 26 |
|
|
2020
Q4 | $6.04M | Buy |
33,189
+6,699
| +25% | +$1.22M | 0.96% | 30 |
|
|
2020
Q3 | $3.35M | Buy |
26,490
+4,252
| +19% | +$538K | 1.6% | 13 |
|
|
2020
Q2 | $2.81M | Sell |
22,238
-5,109
| -19% | -$646K | 1.33% | 21 |
|
|
2020
Q1 | $2.86M | Buy |
27,347
+2,164
| +9% | +$226K | 1.77% | 15 |
|
|
2019
Q4 | $3.65M | Buy |
25,183
+104
| +0.4% | +$15.1K | 2.06% | 10 |
|
|
2019
Q3 | $2.98M | Sell |
25,079
-153
| -0.6% | -$18.2K | 1.81% | 11 |
|
|
2019
Q2 | $3.02M | Buy |
25,232
+420
| +2% | +$50.3K | 1.87% | 11 |
|
|
2019
Q1 | $3.3M | Sell |
24,812
-30
| -0.1% | -$3.99K | 1.99% | 12 |
|
|
2018
Q4 | $3.02M | Buy |
24,842
+238
| +1% | +$28.9K | 2.14% | 9 |
|
|
2018
Q3 | $3.76M | Sell |
24,604
-294
| -1% | -$44.9K | 2.11% | 9 |
|
|
2018
Q2 | $3.38M | Buy |
24,898
+70
| +0.3% | +$9.5K | 1.88% | 11 |
|
|
2018
Q1 | $3.66M | Sell |
24,828
-120
| -0.5% | -$17.7K | 2.1% | 10 |
|
|
2017
Q4 | $3.93M | Sell |
24,948
-94
| -0.4% | -$14.8K | 2.31% | 10 |
|
|
2017
Q3 | $3.12M | Buy |
25,042
+84
| +0.3% | +$10.5K | 1.92% | 11 |
|
|
2017
Q2 | $2.68M | Sell |
24,958
-1,269
| -5% | -$136K | 1.71% | 13 |
|
|
2017
Q1 | $2.43M | Sell |
26,227
-3,325
| -11% | -$308K | 1.31% | 19 |
|
|
2016
Q4 | $2.74M | Sell |
29,552
-1,790
| -6% | -$166K | 1.6% | 15 |
|
|
2016
Q3 | $2.78M | Sell |
31,342
-10,923
| -26% | -$970K | 1.6% | 19 |
|
|
2016
Q2 | $3.2M | Sell |
42,265
-1,605
| -4% | -$122K | 1.97% | 15 |
|
|
2016
Q1 | $3.36M | Buy |
43,870
+36,735
| +515% | +$2.81M | 2.08% | 17 |
|
|
2015
Q4 | $485K | Hold |
7,135
| – | – | 0.3% | 75 |
|
|
2015
Q3 | $466K | Buy |
7,135
+300
| +4% | +$19.6K | 0.3% | 76 |
|
|
2015
Q2 | $580K | Buy |
6,835
+385
| +6% | +$32.7K | 0.34% | 73 |
|
|
2015
Q1 | $560K | Hold |
6,450
| – | – | 0.32% | 74 |
|
|
2014
Q4 | $590K | Sell |
6,450
-400
| -6% | -$36.6K | 0.36% | 60 |
|
|
2014
Q3 | $747K | Hold |
6,850
| – | – | 0.46% | 55 |
|
|
2014
Q2 | $744K | Hold |
6,850
| – | – | 0.48% | 53 |
|
|
2014
Q1 | $681K | Hold |
6,850
| – | – | 0.45% | 53 |
|
|
2013
Q4 | $622K | Hold |
6,850
| – | – | 0.43% | 59 |
|
|
2013
Q3 | $571K | Buy |
+6,850
| New | +$571K | 0.4% | 61 |
|