Harel Insurance Investments & 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 | $380K | Buy |
980
+162
| +20% | +$62.8K | ﹤0.01% | 244 |
|
|
2025
Q1 | $270K | Buy |
+818
| New | +$270K | ﹤0.01% | 249 |
|
|
2024
Q3 | – | Sell |
-457
| Closed | -$150K | – | 501 |
|
|
2024
Q2 | $150K | Sell |
457
-738
| -62% | -$242K | ﹤0.01% | 275 |
|
|
2024
Q1 | $438K | Sell |
1,195
-569
| -32% | -$209K | 0.01% | 181 |
|
|
2023
Q4 | $524K | Buy |
1,764
+823
| +87% | +$244K | 0.01% | 196 |
|
|
2023
Q3 | $260K | Sell |
941
-279
| -23% | -$77.1K | 0.01% | 260 |
|
|
2023
Q2 | $298K | Buy |
1,220
+520
| +74% | +$127K | 0.01% | 261 |
|
|
2023
Q1 | $157K | Sell |
700
-859
| -55% | -$193K | ﹤0.01% | 364 |
|
|
2022
Q4 | $373K | Sell |
1,559
-741
| -32% | -$177K | 0.01% | 228 |
|
|
2022
Q3 | $382K | Hold |
2,300
| – | – | 0.01% | 242 |
|
|
2022
Q2 | $411K | Sell |
2,300
-2,900
| -56% | -$518K | 0.01% | 266 |
|
|
2022
Q1 | $1.16M | Buy |
5,200
+2,395
| +85% | +$534K | 0.02% | 185 |
|
|
2021
Q4 | $577K | Sell |
2,805
-2,295
| -45% | -$472K | 0.01% | 248 |
|
|
2021
Q3 | $979K | Sell |
5,100
-6,608
| -56% | -$1.27M | 0.03% | 148 |
|
|
2021
Q2 | $8.31M | Buy |
11,708
+8,508
| +266% | +$6.04M | 0.18% | 62 |
|
|
2021
Q1 | $2.48M | Sell |
3,200
-1,270
| -28% | -$984K | 0.05% | 214 |
|
|
2020
Q4 | $2.62M | Buy |
4,470
+872
| +24% | +$511K | 0.06% | 151 |
|
|
2020
Q3 | $537K | Buy |
3,598
+98
| +3% | +$14.6K | 0.02% | 190 |
|
|
2020
Q2 | $443K | Buy |
+3,500
| New | +$443K | 0.02% | 141 |
|
|
2019
Q3 | – | Sell |
-1,830
| Closed | -$249K | – | 501 |
|
|
2019
Q2 | $249K | Buy |
+1,830
| New | +$249K | 0.01% | 177 |
|
|
2019
Q1 | – | Sell |
-8,600
| Closed | -$1.09M | – | 456 |
|
|
2018
Q4 | $1.09M | Sell |
8,600
-586
| -6% | -$74.5K | 0.07% | 82 |
|
|
2018
Q3 | $1.4M | Sell |
9,186
-1,097
| -11% | -$167K | 0.07% | 84 |
|
|
2018
Q2 | $1.4M | Sell |
10,283
-670
| -6% | -$90.9K | 0.07% | 75 |
|
|
2018
Q1 | $1.61M | Buy |
10,953
+6,453
| +143% | +$951K | 0.09% | 83 |
|
|
2017
Q4 | $709K | Buy |
+4,500
| New | +$709K | 0.04% | 103 |
|
|
2016
Q3 | – | Sell |
-600
| Closed | -$45K | – | 498 |
|
|
2016
Q2 | $45K | Buy |
+600
| New | +$45K | 0.01% | 357 |
|