Hamilton Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Sell |
882
-13
| -1% | -$5.05K | 0.02% | 92 |
|
|
2025
Q1 | $295K | Buy |
895
+7
| +0.8% | +$2.31K | 0.02% | 100 |
|
|
2024
Q4 | $322K | Sell |
888
-1
| -0.1% | -$363 | 0.02% | 79 |
|
|
2024
Q3 | $334K | Hold |
889
| – | – | 0.02% | 81 |
|
|
2024
Q2 | $296K | Sell |
889
-31
| -3% | -$10.3K | 0.02% | 80 |
|
|
2024
Q1 | $337K | Sell |
920
-5
| -0.5% | -$1.83K | 0.03% | 92 |
|
|
2023
Q4 | $273K | Sell |
925
-333
| -26% | -$98.5K | 0.02% | 99 |
|
|
2023
Q3 | $343K | Buy |
1,258
+23
| +2% | +$6.28K | 0.03% | 71 |
|
|
2023
Q2 | $304K | Buy |
1,235
+50
| +4% | +$12.3K | 0.02% | 79 |
|
|
2023
Q1 | $271K | Sell |
1,185
-54
| -4% | -$12.4K | 0.02% | 90 |
|
|
2022
Q4 | $297K | Buy |
+1,239
| New | +$297K | 0.02% | 100 |
|
|
2022
Q2 | – | Sell |
-945
| Closed | -$211K | – | 115 |
|
|
2022
Q1 | $211K | Sell |
945
-1,638
| -63% | -$366K | 0.01% | 111 |
|
|
2021
Q4 | $534K | Buy |
+2,583
| New | +$534K | 0.04% | 60 |
|