Harbor Investment Advisory’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $992K | Sell |
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|
2025
Q2 | $958K | Sell |
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|
2025
Q1 | $865K | Buy |
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|
2024
Q4 | $946K | Buy |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $882K | Buy |
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|
2024
Q1 | $914K | Buy |
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|
2023
Q4 | $657K | Sell |
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|
2023
Q3 | $674K | Hold |
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|
2023
Q2 | $608K | Hold |
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|
2023
Q1 | $565K | Sell |
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|
2022
Q4 | $629K | Sell |
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|
2022
Q3 | $582K | Sell |
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|
2022
Q2 | $709K | Buy |
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|
2022
Q1 | $879K | Buy |
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|
2021
Q4 | $694K | Buy |
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|
2021
Q3 | $441K | Sell |
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|
2021
Q2 | $544K | Buy |
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|
2021
Q1 | $545K | Buy |
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|
2020
Q4 | $393K | Sell |
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|
2020
Q3 | $344K | Sell |
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|
2020
Q2 | $302K | Sell |
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|
2020
Q1 | $377K | Buy |
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|
2019
Q4 | $426K | Buy |
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