Harfst & Associates’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 | $1.4M | Hold |
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|
2025
Q2 | $1.14M | Hold |
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|
2025
Q1 | $970K | Hold |
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|
2024
Q4 | $1.07M | Hold |
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|
2024
Q3 | $1.15M | Hold |
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|
2024
Q2 | $980K | Hold |
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|
2024
Q1 | $1.08M | Sell |
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|
2023
Q4 | $873K | Hold |
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|
2023
Q3 | $806K | Hold |
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|
2023
Q2 | $727K | Hold |
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|
2023
Q1 | $676K | Hold |
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|
2022
Q4 | $708K | Hold |
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|
2022
Q3 | $485K | Sell |
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|
2022
Q2 | $888K | Sell |
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|
2022
Q1 | $1.61M | Buy |
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|
2021
Q4 | $1.38M | Hold |
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|
2021
Q3 | $1.28M | Buy |
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|
2021
Q2 | $1.38M | Sell |
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|
2021
Q1 | $1.57M | Buy |
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|
2020
Q4 | $1.09M | Buy |
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|
2020
Q3 | $729K | Buy |
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|
2020
Q2 | $608K | Buy |
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|
2020
Q1 | $511K | Buy |
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|
2019
Q4 | $238K | Sell |
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|
2019
Q3 | $207K | Buy |
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|
2019
Q2 | $200K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $224K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $228K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $157K | Buy |
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|
2017
Q1 | $111K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $6K | Sell |
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|
2015
Q3 | $10K | Sell |
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|
2015
Q2 | $40K | Buy |
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