Charles D. Hyman’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $53.4M | Sell |
160,161
-375
| -0.2% | -$130K | 2.97% | 6 |
|
|
2024
Q1 | $58.8M | Sell |
160,536
-270
| -0.2% | -$86.3K | 3.25% | 5 |
|
|
2023
Q4 | $47.5M | Sell |
160,806
-2,221
| -1% | -$576K | 2.84% | 8 |
|
|
2023
Q3 | $44.5M | Buy |
163,027
+1,262
| +0.8% | +$342K | 2.89% | 6 |
|
|
2023
Q2 | $39.8M | Buy |
161,765
+1,129
| +0.7% | +$252K | 2.49% | 9 |
|
|
2023
Q1 | $36.8M | Buy |
160,636
+504
| +0.3% | +$122K | 2.45% | 8 |
|
|
2022
Q4 | $38.4M | Sell |
160,132
-164
| -0.1% | -$35.7K | 2.62% | 8 |
|
|
2022
Q3 | $26.3M | Buy |
160,296
+1,689
| +1% | +$309K | 2.02% | 14 |
|
|
2022
Q2 | $28.4M | Sell |
158,607
-679
| -0.4% | -$143K | 2.06% | 12 |
|
|
2022
Q1 | $35.5M | Buy |
159,286
+763
| +0.5% | +$160K | 2.24% | 11 |
|
|
2021
Q4 | $32.8M | Buy |
158,523
+2,035
| +1% | +$410K | 2.08% | 12 |
|
|
2021
Q3 | $30M | Buy |
156,488
+2,308
| +1% | +$481K | 2.1% | 14 |
|
|
2021
Q2 | $33.6M | Sell |
154,180
-520
| -0.3% | -$120K | 2.34% | 10 |
|
|
2021
Q1 | $35.9M | Buy |
154,700
+1,882
| +1% | +$390K | 2.63% | 7 |
|
|
2020
Q4 | $27.8M | Buy |
152,818
+32
| +0% | +$5.43K | 2.23% | 10 |
|
|
2020
Q3 | $22.8M | Buy |
152,786
+162
| +0.1% | +$22.8K | 2.02% | 15 |
|
|
2020
Q2 | $19.3M | Buy |
152,624
+10,612
| +7% | +$1.26M | 1.86% | 19 |
|
|
2020
Q1 | $16.5M | Sell |
142,012
-4,004
| -3% | -$511K | 2.07% | 16 |
|
|
2019
Q4 | $21.6M | Sell |
146,016
-272
| -0.2% | -$38K | 2.11% | 14 |
|
|
2019
Q3 | $18.5M | Sell |
146,288
-1,500
| -1% | -$191K | 1.93% | 17 |
|
|
2019
Q2 | $20.1M | Buy |
147,788
+650
| +0.4% | +$85.9K | 2.1% | 14 |
|
|
2019
Q1 | $19.9M | Buy |
147,138
+1,125
| +0.8% | +$149K | 2.05% | 13 |
|
|
2018
Q4 | $18.6M | Sell |
146,013
-1,600
| -1% | -$208K | 2.2% | 11 |
|
|
2018
Q3 | $22.5M | Buy |
147,613
+65
| +0% | +$9.19K | 2.34% | 9 |
|
|
2018
Q2 | $20M | Buy |
147,548
+750
| +0.5% | +$112K | 2.25% | 10 |
|
|
2018
Q1 | $21.6M | Buy |
146,798
+1,275
| +0.9% | +$201K | 2.49% | 7 |
|
|
2017
Q4 | $22.9M | Buy |
145,523
+590
| +0.4% | +$81.8K | 2.63% | 6 |
|
|
2017
Q3 | $18.1M | Sell |
144,933
-2,250
| -2% | -$259K | 2.25% | 9 |
|
|
2017
Q2 | $15.8M | Buy |
147,183
+3,480
| +2% | +$354K | 2.02% | 14 |
|
|
2017
Q1 | $13.3M | Buy |
143,703
+1,295
| +0.9% | +$123K | 1.77% | 16 |
|
|
2016
Q4 | $13.2M | Sell |
142,408
-3,485
| -2% | -$316K | 1.86% | 14 |
|
|
2016
Q3 | $13M | Buy |
145,893
+400
| +0.3% | +$32.7K | 1.92% | 13 |
|
|
2016
Q2 | $11M | Buy |
145,493
+2,425
| +2% | +$182K | 1.65% | 20 |
|
|
2016
Q1 | $10.9M | Sell |
143,068
-2,887
| -2% | -$194K | 1.73% | 17 |
|
|
2015
Q4 | $9.92M | Sell |
145,955
-3,900
| -3% | -$273K | 1.64% | 20 |
|
|
2015
Q3 | $9.79M | Buy |
149,855
+2,014
| +1% | +$154K | 1.72% | 20 |
|
|
2015
Q2 | $12.5M | Buy |
147,841
+1,186
| +0.8% | +$102K | 2.01% | 15 |
|
|
2015
Q1 | $11.7M | Sell |
146,655
-2,405
| -2% | -$200K | 1.88% | 15 |
|
|
2014
Q4 | $13.6M | Sell |
149,060
-3,043
| -2% | -$296K | 2.2% | 11 |
|
|
2014
Q3 | $15.1M | Buy |
152,103
+3,817
| +3% | +$405K | 2.52% | 6 |
|
|
2014
Q2 | $16.1M | Buy |
148,286
+6,818
| +5% | +$716K | 2.72% | 6 |
|
|
2014
Q1 | $14.1M | Buy |
141,468
+3,677
| +3% | +$347K | 2.54% | 5 |
|
|
2013
Q4 | $12.5M | Buy |
137,791
+1,490
| +1% | +$127K | 2.29% | 11 |
|
|
2013
Q3 | $11.4M | Sell |
136,301
-100
| -0.1% | -$8.46K | 2.25% | 10 |
|
|
2013
Q2 | $11.3M | Buy |
+136,401
| New | +$11.6M | 2.31% | 11 |
|
Other funds holding CAT
Charles D. Hyman's CAT Position: Q2 2024 in Review
Charles D. Hyman reduced its Caterpillar (CAT) stake by 0.23% in Q2 2024, selling an estimated $130K and leaving 160,161 shares worth $53.4M. The position accounts for 2.97% of the portfolio, ranked #6.
Charles D. Hyman first reported a position in CAT in Q2 2013 and has held it in 45 quarters since. The position peaked at $58.8M in Q1 2024. 2,703 funds tracked by Wall St. Rank hold CAT as of Q2 2024.
- Charles D. Hyman held 160,161 shares of Caterpillar worth $53.4M as of Q2 2024.
- Charles D. Hyman sold 375 Caterpillar shares in Q2 2024, an estimated $130K.
- Caterpillar made up 2.97% of Charles D. Hyman's portfolio in Q2 2024, its #6 holding.
- Charles D. Hyman first reported a position in Caterpillar in Q2 2013 and has held it in 45 quarters since.
- Charles D. Hyman's Caterpillar position peaked at $58.8M in Q1 2024.
- 2,703 funds tracked by Wall St. Rank held Caterpillar as of Q2 2024.
Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.