Halbert Hargrove Global Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $52.7K | Hold |
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|
2025
Q4 | $42.6K | Sell |
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|
2025
Q3 | $58.4K | Buy |
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|
2025
Q2 | $28.9K | Sell |
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|
2025
Q1 | $28.5K | Buy |
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|
2024
Q4 | $27K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $238K | Sell |
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|
2022
Q4 | $252K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $202K | Buy |
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|
2021
Q1 | $206K | Buy |
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