HG
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Harbor Group’s Caterpillar CAT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.89M Hold
4,857
0.33% 27
2025
Q1
$1.6M Buy
4,857
+1
+0% +$330 0.32% 29
2024
Q4
$1.76M Sell
4,856
-100
-2% -$36.3K 0.4% 28
2024
Q3
$1.94M Hold
4,956
0.45% 26
2024
Q2
$1.65M Buy
+4,956
New +$1.65M 0.42% 27