HHGA
Halbert Hargrove Global Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.9K | Sell |
74
-12
| -14% | -$4.68K | ﹤0.01% | 159 |
|
|
2025
Q1 | $28.5K | Buy |
86
+12
| +16% | +$3.98K | ﹤0.01% | 163 |
|
|
2024
Q4 | $27K | Buy |
+74
| New | +$27K | ﹤0.01% | 166 |
|
|
2023
Q2 | – | Sell |
-1,041
| Closed | -$238K | – | 104 |
|
|
2023
Q1 | $238K | Sell |
1,041
-12
| -1% | -$2.75K | 0.02% | 136 |
|
|
2022
Q4 | $252K | Buy |
+1,053
| New | +$252K | 0.02% | 123 |
|
|
2021
Q3 | – | Sell |
-929
| Closed | -$202K | – | 148 |
|
|
2021
Q2 | $202K | Buy |
929
+39
| +4% | +$8.48K | 0.01% | 143 |
|
|
2021
Q1 | $206K | Buy |
+890
| New | +$206K | 0.01% | 121 |
|