Hantz Financial Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.89M | Sell |
25,486
-840
| -3% | -$326K | 0.16% | 125 |
|
|
2025
Q1 | $8.68M | Sell |
26,326
-966
| -4% | -$319K | 0.15% | 139 |
|
|
2024
Q4 | $9.9M | Sell |
27,292
-1,694
| -6% | -$615K | 0.17% | 128 |
|
|
2024
Q3 | $11.3M | Sell |
28,986
-2,425
| -8% | -$948K | 0.2% | 107 |
|
|
2024
Q2 | $10.5M | Sell |
31,411
-5,769
| -16% | -$1.92M | 0.2% | 118 |
|
|
2024
Q1 | $13.6M | Sell |
37,180
-2,051
| -5% | -$752K | 0.27% | 92 |
|
|
2023
Q4 | $11.6M | Sell |
39,231
-3,032
| -7% | -$896K | 0.25% | 116 |
|
|
2023
Q3 | $11.5M | Buy |
42,263
+717
| +2% | +$196K | 0.29% | 100 |
|
|
2023
Q2 | $10.2M | Buy |
41,546
+119
| +0.3% | +$29.3K | 0.26% | 119 |
|
|
2023
Q1 | $9.48M | Sell |
41,427
-6,717
| -14% | -$1.54M | 0.26% | 123 |
|
|
2022
Q4 | $11.5M | Buy |
48,144
+2,876
| +6% | +$689K | 0.35% | 82 |
|
|
2022
Q3 | $7.43M | Buy |
45,268
+1,545
| +4% | +$254K | 0.26% | 122 |
|
|
2022
Q2 | $7.82M | Buy |
43,723
+1,878
| +4% | +$336K | 0.26% | 119 |
|
|
2022
Q1 | $9.32M | Buy |
41,845
+2,747
| +7% | +$612K | 0.27% | 109 |
|
|
2021
Q4 | $8.08M | Buy |
39,098
+2,651
| +7% | +$548K | 0.23% | 126 |
|
|
2021
Q3 | $7M | Buy |
36,447
+7,265
| +25% | +$1.39M | 0.23% | 128 |
|
|
2021
Q2 | $6.35M | Buy |
29,182
+1,245
| +4% | +$271K | 0.23% | 122 |
|
|
2021
Q1 | $6.48M | Buy |
27,937
+771
| +3% | +$179K | 0.27% | 106 |
|
|
2020
Q4 | $4.95M | Buy |
27,166
+1,157
| +4% | +$211K | 0.22% | 133 |
|
|
2020
Q3 | $3.88M | Buy |
26,009
+261
| +1% | +$38.9K | 0.2% | 153 |
|
|
2020
Q2 | $3.26M | Buy |
25,748
+276
| +1% | +$34.9K | 0.18% | 164 |
|
|
2020
Q1 | $2.96M | Buy |
+25,472
| New | +$2.96M | 0.2% | 155 |
|