Flagship Harbor Advisors’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 | $2.12M | Buy |
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|
2025
Q2 | $1.65M | Sell |
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|
2025
Q1 | $1.44M | Buy |
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|
2024
Q4 | $1.58M | Sell |
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|
2024
Q3 | $1.94M | Buy |
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|
2024
Q1 | $1.4M | Sell |
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|
2023
Q4 | $1.16M | Buy |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.08M | Buy |
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|
2023
Q1 | $757K | Buy |
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|
2022
Q4 | $689K | Sell |
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|
2022
Q3 | $484K | Sell |
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|
2022
Q2 | $596K | Buy |
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|
2022
Q1 | $623K | Buy |
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|
2021
Q4 | $562K | Buy |
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|
2021
Q3 | $491K | Hold |
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|
2021
Q2 | $491K | Sell |
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|
2021
Q1 | $623K | Buy |
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|
2020
Q4 | $475K | Sell |
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|
2020
Q3 | $403K | Buy |
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|
2020
Q2 | $337K | Sell |
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|
2020
Q1 | $338K | Buy |
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|
2019
Q4 | $349K | Sell |
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|
2019
Q3 | $300K | Buy |
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|
2019
Q2 | $309K | Sell |
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|
2019
Q1 | $392K | Sell |
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|
2018
Q4 | $426K | Buy |
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|
2018
Q3 | $410K | Sell |
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|
2018
Q2 | $408K | Buy |
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|
2018
Q1 | $269K | Buy |
|