Carlton Hofferkamp & Jenks Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $986K | Sell |
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|
2025
Q1 | $667K | Hold |
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|
2024
Q4 | $825K | Sell |
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|
2024
Q3 | $904K | Hold |
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|
2024
Q2 | $820K | Hold |
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|
2024
Q1 | $811K | Sell |
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|
2023
Q4 | $727K | Sell |
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|
2023
Q3 | $617K | Sell |
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|
2023
Q2 | $702K | Sell |
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|
2023
Q1 | $545K | Sell |
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|
2022
Q4 | $689K | Sell |
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|
2022
Q3 | $578K | Sell |
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|
2022
Q2 | $546K | Buy |
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|
2022
Q1 | $609K | Buy |
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|
2021
Q4 | $555K | Hold |
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|
2021
Q3 | $555K | Buy |
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|
2021
Q2 | $365K | Buy |
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|
2021
Q1 | $306K | Sell |
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|
2020
Q4 | $277K | Sell |
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|
2020
Q3 | $246K | Sell |
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|
2020
Q2 | $228K | Sell |
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|
2020
Q1 | $205K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $351K | Buy |
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|
2016
Q2 | $243K | Buy |
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|
2016
Q1 | $234K | Sell |
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|
2015
Q4 | $215K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $211K | Buy |
|