HDIM
Hanson & Doremus Investment Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.31M | Buy |
8,526
+184
| +2% | +$71.4K | 0.44% | 41 |
|
|
2025
Q1 | $2.75M | Sell |
8,342
-35
| -0.4% | -$11.5K | 0.4% | 47 |
|
|
2024
Q4 | $3.04M | Sell |
8,377
-326
| -4% | -$118K | 0.48% | 38 |
|
|
2024
Q3 | $3.4M | Sell |
8,703
-22
| -0.3% | -$8.61K | 0.54% | 37 |
|
|
2024
Q2 | $2.91M | Sell |
8,725
-65
| -0.7% | -$21.6K | 0.49% | 39 |
|
|
2024
Q1 | $3.22M | Sell |
8,790
-33
| -0.4% | -$12.1K | 0.56% | 34 |
|
|
2023
Q4 | $2.61M | Sell |
8,823
-126
| -1% | -$37.3K | 0.49% | 40 |
|
|
2023
Q3 | $2.44M | Buy |
8,949
+182
| +2% | +$49.7K | 0.5% | 42 |
|
|
2023
Q2 | $2.16M | Buy |
8,767
+89
| +1% | +$21.9K | 0.45% | 46 |
|
|
2023
Q1 | $1.99M | Sell |
8,678
-301
| -3% | -$68.9K | 0.44% | 48 |
|
|
2022
Q4 | $2.15M | Buy |
8,979
+23
| +0.3% | +$5.51K | 0.46% | 50 |
|
|
2022
Q3 | $1.47M | Sell |
8,956
-232
| -3% | -$38.1K | 0.38% | 57 |
|
|
2022
Q2 | $1.64M | Sell |
9,188
-396
| -4% | -$70.8K | 0.4% | 53 |
|
|
2022
Q1 | $2.14M | Sell |
9,584
-38
| -0.4% | -$8.47K | 0.46% | 42 |
|
|
2021
Q4 | $1.99M | Sell |
9,622
-90
| -0.9% | -$18.6K | 0.43% | 46 |
|
|
2021
Q3 | $1.86M | Sell |
9,712
-1,546
| -14% | -$297K | 0.43% | 46 |
|
|
2021
Q2 | $1.68M | Buy |
11,258
+1,330
| +13% | +$198K | 0.5% | 42 |
|
|
2021
Q1 | $2.3M | Sell |
9,928
-631
| -6% | -$146K | 0.53% | 40 |
|
|
2020
Q4 | $1.92M | Sell |
10,559
-699
| -6% | -$127K | 0.48% | 44 |
|
|
2020
Q3 | $1.68M | Sell |
11,258
-940
| -8% | -$140K | 0.5% | 42 |
|
|
2020
Q2 | $1.54M | Sell |
12,198
-848
| -7% | -$107K | 0.49% | 40 |
|
|
2020
Q1 | $1.51M | Sell |
13,046
-347
| -3% | -$40.3K | 0.51% | 39 |
|
|
2019
Q4 | $1.98M | Sell |
13,393
-275
| -2% | -$40.6K | 0.57% | 38 |
|
|
2019
Q3 | $1.73M | Sell |
13,668
-134
| -1% | -$16.9K | 0.54% | 41 |
|
|
2019
Q2 | $1.88M | Hold |
13,802
| – | – | 0.6% | 35 |
|
|
2019
Q1 | $1.87M | Buy |
13,802
+368
| +3% | +$49.9K | 0.62% | 36 |
|
|
2018
Q4 | $1.71M | Sell |
13,434
-544
| -4% | -$69.1K | 0.62% | 36 |
|
|
2018
Q3 | $2.13M | Hold |
13,978
| – | – | 0.67% | 35 |
|
|
2018
Q2 | $1.9M | Sell |
13,978
-522
| -4% | -$70.8K | 0.62% | 40 |
|
|
2018
Q1 | $2.14M | Sell |
14,500
-44
| -0.3% | -$6.49K | 0.66% | 38 |
|
|
2017
Q4 | $2.29M | Sell |
14,544
-272
| -2% | -$42.9K | 0.76% | 30 |
|
|
2017
Q3 | $1.85M | Hold |
14,816
| – | – | 0.65% | 36 |
|
|
2017
Q2 | $1.59M | Hold |
14,816
| – | – | 0.59% | 45 |
|
|
2017
Q1 | $1.37M | Sell |
14,816
-70
| -0.5% | -$6.49K | 0.55% | 53 |
|
|
2016
Q4 | $1.38M | Sell |
14,886
-315
| -2% | -$29.2K | 0.6% | 48 |
|
|
2016
Q3 | $1.35M | Sell |
15,201
-70
| -0.5% | -$6.21K | 0.63% | 48 |
|
|
2016
Q2 | $1.16M | Hold |
15,271
| – | – | 0.53% | 54 |
|
|
2016
Q1 | $1.17M | Buy |
15,271
+1,030
| +7% | +$78.8K | 0.53% | 53 |
|
|
2015
Q4 | $968K | Buy |
14,241
+11,855
| +497% | +$806K | 0.44% | 65 |
|
|
2015
Q3 | $156K | Sell |
2,386
-45
| -2% | -$2.94K | 0.08% | 171 |
|
|
2015
Q2 | $206K | Hold |
2,431
| – | – | 0.09% | 163 |
|
|
2015
Q1 | $195K | Hold |
2,431
| – | – | 0.08% | 171 |
|
|
2014
Q4 | $223K | Hold |
2,431
| – | – | 0.1% | 160 |
|
|
2014
Q3 | $241K | Hold |
2,431
| – | – | 0.11% | 154 |
|
|
2014
Q2 | $264K | Hold |
2,431
| – | – | 0.12% | 154 |
|
|
2014
Q1 | $242K | Hold |
2,431
| – | – | 0.11% | 161 |
|
|
2013
Q4 | $221K | Hold |
2,431
| – | – | 0.11% | 157 |
|
|
2013
Q3 | $203K | Buy |
2,431
+31
| +1% | +$2.59K | 0.1% | 157 |
|
|
2013
Q2 | $198K | Buy |
+2,400
| New | +$198K | 0.11% | 152 |
|