Harbour Investments’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Buy |
7,642
+1,200
| +19% | +$466K | 0.08% | 238 |
|
|
2025
Q1 | $2.12M | Sell |
6,442
-117
| -2% | -$38.6K | 0.06% | 277 |
|
|
2024
Q4 | $2.38M | Buy |
6,559
+11
| +0.2% | +$3.99K | 0.07% | 246 |
|
|
2024
Q3 | $2.56M | Buy |
6,548
+182
| +3% | +$71.2K | 0.08% | 217 |
|
|
2024
Q2 | $2.12M | Sell |
6,366
-295
| -4% | -$98.3K | 0.07% | 243 |
|
|
2024
Q1 | $2.44M | Buy |
6,661
+302
| +5% | +$111K | 0.09% | 211 |
|
|
2023
Q4 | $1.88M | Buy |
6,359
+469
| +8% | +$139K | 0.08% | 233 |
|
|
2023
Q3 | $1.61M | Buy |
5,890
+673
| +13% | +$184K | 0.08% | 242 |
|
|
2023
Q2 | $1.28M | Buy |
5,217
+647
| +14% | +$159K | 0.06% | 288 |
|
|
2023
Q1 | $1.05M | Buy |
4,570
+55
| +1% | +$12.6K | 0.06% | 312 |
|
|
2022
Q4 | $1.08M | Buy |
4,515
+635
| +16% | +$152K | 0.07% | 285 |
|
|
2022
Q3 | $694K | Hold |
3,880
| – | – | 0.05% | 352 |
|
|
2022
Q2 | $694K | Buy |
+3,880
| New | +$694K | 0.05% | 352 |
|
|
2021
Q4 | $696K | Sell |
3,366
-28,026
| -89% | -$5.8M | 0.04% | 374 |
|
|
2021
Q3 | $6.03M | Buy |
31,392
+175
| +0.6% | +$33.6K | 0.19% | 95 |
|
|
2021
Q2 | $6.79M | Buy |
31,217
+155
| +0.5% | +$33.7K | 0.22% | 84 |
|
|
2021
Q1 | $7.2M | Buy |
+31,062
| New | +$7.2M | 0.26% | 73 |
|