Canton Hathaway’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84K | Hold |
217
| – | – | 0.02% | 170 |
|
|
2025
Q1 | $72K | Hold |
217
| – | – | 0.01% | 180 |
|
|
2024
Q4 | $79K | Hold |
217
| – | – | 0.02% | 135 |
|
|
2024
Q3 | $85K | Hold |
217
| – | – | 0.02% | 130 |
|
|
2024
Q2 | $72K | Hold |
217
| – | – | 0.02% | 138 |
|
|
2024
Q1 | $80K | Hold |
217
| – | – | 0.02% | 124 |
|
|
2023
Q4 | $64K | Hold |
217
| – | – | 0.02% | 138 |
|
|
2023
Q3 | $59K | Hold |
217
| – | – | 0.02% | 135 |
|
|
2023
Q2 | $53K | Hold |
217
| – | – | 0.02% | 151 |
|
|
2023
Q1 | $50K | Hold |
217
| – | – | 0.02% | 154 |
|
|
2022
Q4 | $52K | Hold |
217
| – | – | 0.02% | 160 |
|
|
2022
Q3 | $36K | Hold |
217
| – | – | 0.01% | 171 |
|
|
2022
Q2 | $39K | Hold |
217
| – | – | 0.01% | 181 |
|
|
2022
Q1 | $48K | Hold |
217
| – | – | 0.01% | 188 |
|
|
2021
Q4 | $45K | Hold |
217
| – | – | 0.01% | 193 |
|
|
2021
Q3 | $42K | Buy |
217
+82
| +61% | +$15.9K | 0.01% | 198 |
|
|
2021
Q2 | $29K | Buy |
135
+17
| +14% | +$3.65K | 0.01% | 190 |
|
|
2021
Q1 | $27K | Hold |
118
| – | – | 0.01% | 194 |
|
|
2020
Q4 | $21K | Buy |
+118
| New | +$21K | 0.01% | 195 |
|
|
2020
Q1 | – | Sell |
-30
| Closed | -$4K | – | 146 |
|
|
2019
Q4 | $4K | Hold |
30
| – | – | ﹤0.01% | 193 |
|
|
2019
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 195 |
|
|
2019
Q2 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 228 |
|