Everett Harris & Co’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Hold |
3,927
| – | – | 0.02% | 127 |
|
|
2025
Q1 | $1.3M | Sell |
3,927
-30
| -0.8% | -$9.89K | 0.02% | 129 |
|
|
2024
Q4 | $1.44M | Buy |
3,957
+152
| +4% | +$55.1K | 0.02% | 118 |
|
|
2024
Q3 | $1.49M | Hold |
3,805
| – | – | 0.02% | 114 |
|
|
2024
Q2 | $1.27M | Buy |
3,805
+25
| +0.7% | +$8.33K | 0.02% | 120 |
|
|
2024
Q1 | $1.39M | Buy |
3,780
+247
| +7% | +$90.5K | 0.02% | 119 |
|
|
2023
Q4 | $1.04M | Hold |
3,533
| – | – | 0.01% | 132 |
|
|
2023
Q3 | $965K | Buy |
3,533
+82
| +2% | +$22.4K | 0.02% | 134 |
|
|
2023
Q2 | $849K | Sell |
3,451
-100
| -3% | -$24.6K | 0.01% | 141 |
|
|
2023
Q1 | $813K | Buy |
3,551
+143
| +4% | +$32.7K | 0.01% | 145 |
|
|
2022
Q4 | $816K | Buy |
3,408
+206
| +6% | +$49.3K | 0.01% | 141 |
|
|
2022
Q3 | $525K | Sell |
3,202
-3,600
| -53% | -$590K | 0.01% | 162 |
|
|
2022
Q2 | $1.22M | Sell |
6,802
-562
| -8% | -$100K | 0.02% | 123 |
|
|
2022
Q1 | $1.64M | Buy |
7,364
+1,662
| +29% | +$370K | 0.02% | 109 |
|
|
2021
Q4 | $1.18M | Hold |
5,702
| – | – | 0.02% | 137 |
|
|
2021
Q3 | $1.1M | Hold |
5,702
| – | – | 0.02% | 135 |
|
|
2021
Q2 | $1.24M | Hold |
5,702
| – | – | 0.02% | 131 |
|
|
2021
Q1 | $1.32M | Sell |
5,702
-4,280
| -43% | -$992K | 0.02% | 121 |
|
|
2020
Q4 | $1.82M | Sell |
9,982
-120
| -1% | -$21.8K | 0.03% | 98 |
|
|
2020
Q3 | $1.51M | Hold |
10,102
| – | – | 0.03% | 104 |
|
|
2020
Q2 | $1.28M | Buy |
10,102
+960
| +11% | +$121K | 0.03% | 111 |
|
|
2020
Q1 | $1.06M | Buy |
+9,142
| New | +$1.06M | 0.03% | 117 |
|
|
2015
Q2 | – | Sell |
-3,292
| Closed | -$263K | – | 243 |
|
|
2015
Q1 | $263K | Hold |
3,292
| – | – | 0.01% | 208 |
|
|
2014
Q4 | $301K | Hold |
3,292
| – | – | 0.01% | 194 |
|
|
2014
Q3 | $326K | Hold |
3,292
| – | – | 0.01% | 187 |
|
|
2014
Q2 | $358K | Hold |
3,292
| – | – | 0.01% | 183 |
|
|
2014
Q1 | $327K | Hold |
3,292
| – | – | 0.01% | 186 |
|
|
2013
Q4 | $299K | Sell |
3,292
-1,500
| -31% | -$136K | 0.01% | 185 |
|
|
2013
Q3 | $400K | Hold |
4,792
| – | – | 0.02% | 149 |
|
|
2013
Q2 | $395K | Buy |
+4,792
| New | +$395K | 0.02% | 151 |
|