Hall Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
+595
| New | +$231K | 0.1% | 91 |
|
|
2025
Q1 | – | Sell |
-595
| Closed | -$216K | – | 95 |
|
|
2024
Q4 | $216K | Buy |
+595
| New | +$216K | 0.1% | 97 |
|
|
2024
Q2 | – | Sell |
-595
| Closed | -$218K | – | 99 |
|
|
2024
Q1 | $218K | Buy |
+595
| New | +$218K | 0.11% | 97 |
|
|
2023
Q4 | – | Sell |
-745
| Closed | -$203K | – | 94 |
|
|
2023
Q3 | $203K | Buy |
+745
| New | +$203K | 0.13% | 90 |
|
|
2022
Q2 | – | Sell |
-943
| Closed | -$210K | – | 91 |
|
|
2022
Q1 | $210K | Sell |
943
-50
| -5% | -$11.1K | 0.12% | 98 |
|
|
2021
Q4 | $205K | Buy |
+993
| New | +$205K | 0.12% | 97 |
|