Harbour Trust & Investment Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $650K | Hold |
1,674
| – | – | 0.07% | 102 |
|
|
2025
Q1 | $552K | Sell |
1,674
-139
| -8% | -$45.8K | 0.07% | 107 |
|
|
2024
Q4 | $658K | Sell |
1,813
-26
| -1% | -$9.43K | 0.07% | 104 |
|
|
2024
Q3 | $719K | Sell |
1,839
-122
| -6% | -$47.7K | 0.08% | 103 |
|
|
2024
Q2 | $653K | Sell |
1,961
-179
| -8% | -$59.6K | 0.08% | 101 |
|
|
2024
Q1 | $784K | Sell |
2,140
-100
| -4% | -$36.6K | 0.1% | 99 |
|
|
2023
Q4 | $662K | Buy |
+2,240
| New | +$662K | 0.09% | 101 |
|