Everett Harris & Co’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.93M | Buy |
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|
2025
Q2 | $1.52M | Hold |
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|
2025
Q1 | $1.3M | Sell |
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|
2024
Q4 | $1.44M | Buy |
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|
2024
Q3 | $1.49M | Hold |
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|
2024
Q2 | $1.27M | Buy |
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|
2024
Q1 | $1.39M | Buy |
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|
2023
Q4 | $1.04M | Hold |
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|
2023
Q3 | $965K | Buy |
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|
2023
Q2 | $849K | Sell |
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|
2023
Q1 | $813K | Buy |
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|
2022
Q4 | $816K | Buy |
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|
2022
Q3 | $525K | Sell |
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|
2022
Q2 | $1.22M | Sell |
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|
2022
Q1 | $1.64M | Buy |
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|
2021
Q4 | $1.18M | Hold |
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|
2021
Q3 | $1.09M | Hold |
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|
2021
Q2 | $1.24M | Hold |
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|
2021
Q1 | $1.32M | Sell |
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|
2020
Q4 | $1.82M | Sell |
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|
2020
Q3 | $1.51M | Hold |
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|
2020
Q2 | $1.28M | Buy |
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|
2020
Q1 | $1.06M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $263K | Hold |
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|
2014
Q4 | $301K | Hold |
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|
2014
Q3 | $326K | Hold |
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|
2014
Q2 | $358K | Hold |
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|
2014
Q1 | $327K | Hold |
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|
2013
Q4 | $299K | Sell |
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|
2013
Q3 | $400K | Hold |
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|
2013
Q2 | $395K | Buy |
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