CDH
Charles D. Hyman’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $53.4M | Sell |
160,161
-375
| -0.2% | -$125K | 2.97% | 6 |
|
|
2024
Q1 | $58.8M | Sell |
160,536
-270
| -0.2% | -$98.9K | 3.25% | 5 |
|
|
2023
Q4 | $47.5M | Sell |
160,806
-2,221
| -1% | -$657K | 2.84% | 8 |
|
|
2023
Q3 | $44.5M | Buy |
163,027
+1,262
| +0.8% | +$345K | 2.89% | 6 |
|
|
2023
Q2 | $39.8M | Buy |
161,765
+1,129
| +0.7% | +$278K | 2.49% | 9 |
|
|
2023
Q1 | $36.8M | Buy |
160,636
+504
| +0.3% | +$115K | 2.45% | 8 |
|
|
2022
Q4 | $38.4M | Sell |
160,132
-164
| -0.1% | -$39.3K | 2.62% | 8 |
|
|
2022
Q3 | $26.3M | Buy |
160,296
+1,689
| +1% | +$277K | 2.02% | 14 |
|
|
2022
Q2 | $28.4M | Sell |
158,607
-679
| -0.4% | -$121K | 2.06% | 12 |
|
|
2022
Q1 | $35.5M | Buy |
159,286
+763
| +0.5% | +$170K | 2.24% | 11 |
|
|
2021
Q4 | $32.8M | Buy |
158,523
+2,035
| +1% | +$421K | 2.08% | 12 |
|
|
2021
Q3 | $30M | Buy |
156,488
+2,308
| +1% | +$443K | 2.1% | 14 |
|
|
2021
Q2 | $33.6M | Sell |
154,180
-520
| -0.3% | -$113K | 2.34% | 10 |
|
|
2021
Q1 | $35.9M | Buy |
154,700
+1,882
| +1% | +$436K | 2.63% | 7 |
|
|
2020
Q4 | $27.8M | Buy |
152,818
+32
| +0% | +$5.83K | 2.23% | 10 |
|
|
2020
Q3 | $22.8M | Buy |
152,786
+162
| +0.1% | +$24.2K | 2.02% | 15 |
|
|
2020
Q2 | $19.3M | Buy |
152,624
+10,612
| +7% | +$1.34M | 1.86% | 19 |
|
|
2020
Q1 | $16.5M | Sell |
142,012
-4,004
| -3% | -$465K | 2.07% | 16 |
|
|
2019
Q4 | $21.6M | Sell |
146,016
-272
| -0.2% | -$40.2K | 2.11% | 14 |
|
|
2019
Q3 | $18.5M | Sell |
146,288
-1,500
| -1% | -$189K | 1.93% | 17 |
|
|
2019
Q2 | $20.1M | Buy |
147,788
+650
| +0.4% | +$88.6K | 2.1% | 14 |
|
|
2019
Q1 | $19.9M | Buy |
147,138
+1,125
| +0.8% | +$152K | 2.05% | 13 |
|
|
2018
Q4 | $18.6M | Sell |
146,013
-1,600
| -1% | -$203K | 2.2% | 11 |
|
|
2018
Q3 | $22.5M | Buy |
147,613
+65
| +0% | +$9.91K | 2.34% | 9 |
|
|
2018
Q2 | $20M | Buy |
147,548
+750
| +0.5% | +$102K | 2.25% | 10 |
|
|
2018
Q1 | $21.6M | Buy |
146,798
+1,275
| +0.9% | +$188K | 2.49% | 7 |
|
|
2017
Q4 | $22.9M | Buy |
145,523
+590
| +0.4% | +$93K | 2.63% | 6 |
|
|
2017
Q3 | $18.1M | Sell |
144,933
-2,250
| -2% | -$281K | 2.25% | 9 |
|
|
2017
Q2 | $15.8M | Buy |
147,183
+3,480
| +2% | +$374K | 2.02% | 14 |
|
|
2017
Q1 | $13.3M | Buy |
143,703
+1,295
| +0.9% | +$120K | 1.77% | 16 |
|
|
2016
Q4 | $13.2M | Sell |
142,408
-3,485
| -2% | -$323K | 1.86% | 14 |
|
|
2016
Q3 | $13M | Buy |
145,893
+400
| +0.3% | +$35.5K | 1.92% | 13 |
|
|
2016
Q2 | $11M | Buy |
145,493
+2,425
| +2% | +$184K | 1.65% | 20 |
|
|
2016
Q1 | $11M | Sell |
143,068
-2,887
| -2% | -$221K | 1.73% | 17 |
|
|
2015
Q4 | $9.92M | Sell |
145,955
-3,900
| -3% | -$265K | 1.64% | 20 |
|
|
2015
Q3 | $9.8M | Buy |
149,855
+2,014
| +1% | +$132K | 1.72% | 20 |
|
|
2015
Q2 | $12.5M | Buy |
147,841
+1,186
| +0.8% | +$101K | 2.01% | 15 |
|
|
2015
Q1 | $11.7M | Sell |
146,655
-2,405
| -2% | -$192K | 1.88% | 15 |
|
|
2014
Q4 | $13.6M | Sell |
149,060
-3,043
| -2% | -$279K | 2.2% | 11 |
|
|
2014
Q3 | $15.1M | Buy |
152,103
+3,817
| +3% | +$378K | 2.52% | 6 |
|
|
2014
Q2 | $16.1M | Buy |
148,286
+6,818
| +5% | +$741K | 2.72% | 6 |
|
|
2014
Q1 | $14.1M | Buy |
141,468
+3,677
| +3% | +$365K | 2.54% | 5 |
|
|
2013
Q4 | $12.5M | Buy |
137,791
+1,490
| +1% | +$135K | 2.29% | 11 |
|
|
2013
Q3 | $11.4M | Sell |
136,301
-100
| -0.1% | -$8.34K | 2.25% | 10 |
|
|
2013
Q2 | $11.3M | Buy |
+136,401
| New | +$11.3M | 2.31% | 11 |
|