Blackhawk Capital Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
3,648
+20
| +0.6% | +$7.76K | 0.65% | 45 |
|
|
2025
Q1 | $1.2M | Buy |
+3,628
| New | +$1.2M | 0.62% | 57 |
|
|
2023
Q1 | – | Sell |
-5,027
| Closed | -$1.2M | – | 85 |
|
|
2022
Q4 | $1.2M | Buy |
+5,027
| New | +$1.2M | 0.94% | 47 |
|
|
2021
Q3 | – | Sell |
-3,636
| Closed | -$843K | – | 99 |
|
|
2021
Q2 | $843K | Sell |
3,636
-1,009
| -22% | -$234K | 0.57% | 64 |
|
|
2021
Q1 | $845K | Sell |
4,645
-781
| -14% | -$142K | 0.64% | 54 |
|
|
2020
Q4 | $809K | Sell |
5,426
-302
| -5% | -$45K | 0.69% | 50 |
|
|
2020
Q3 | $725K | Buy |
+5,728
| New | +$725K | 0.66% | 48 |
|
|
2020
Q2 | – | Sell |
-7,606
| Closed | -$1.12M | – | 74 |
|
|
2020
Q1 | $1.12M | Sell |
7,606
-249
| -3% | -$36.8K | 1% | 39 |
|
|
2019
Q4 | $992K | Hold |
7,855
| – | – | 0.99% | 41 |
|
|
2019
Q3 | $992K | Buy |
7,855
+517
| +7% | +$65.3K | 0.93% | 43 |
|
|
2019
Q2 | $1M | Buy |
7,338
+2,063
| +39% | +$281K | 0.96% | 41 |
|
|
2019
Q1 | $715K | Sell |
5,275
-3,841
| -42% | -$521K | 0.74% | 47 |
|
|
2018
Q4 | $1.16M | Buy |
+9,116
| New | +$1.16M | 1.48% | 28 |
|
|
2018
Q3 | – | Sell |
-170
| Closed | -$23K | – | 105 |
|
|
2018
Q2 | $23K | Hold |
170
| – | – | 0.03% | 215 |
|
|
2018
Q1 | $25K | Sell |
170
-60
| -26% | -$8.82K | 0.02% | 226 |
|
|
2017
Q4 | $36K | Buy |
+230
| New | +$36K | 0.03% | 183 |
|