HFM
Hartford Financial Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.74M | Sell |
9,630
-12,301
| -56% | -$4.78M | 1.02% | 30 |
|
|
2025
Q1 | $7.23M | Sell |
21,931
-356
| -2% | -$117K | 1.49% | 13 |
|
|
2024
Q4 | $8.08M | Sell |
22,287
-112
| -0.5% | -$40.6K | 1.66% | 10 |
|
|
2024
Q3 | $8.76M | Buy |
22,399
+121
| +0.5% | +$47.3K | 1.79% | 8 |
|
|
2024
Q2 | $7.42M | Sell |
22,278
-645
| -3% | -$215K | 1.59% | 12 |
|
|
2024
Q1 | $8.4M | Sell |
22,923
-369
| -2% | -$135K | 1.77% | 10 |
|
|
2023
Q4 | $6.89M | Sell |
23,292
-193
| -0.8% | -$57.1K | 1.56% | 12 |
|
|
2023
Q3 | $6.41M | Sell |
23,485
-29
| -0.1% | -$7.92K | 1.64% | 12 |
|
|
2023
Q2 | $5.79M | Buy |
23,514
+696
| +3% | +$171K | 1.43% | 16 |
|
|
2023
Q1 | $5.22M | Sell |
22,818
-306
| -1% | -$70K | 1.35% | 20 |
|
|
2022
Q4 | $5.54M | Sell |
23,124
-954
| -4% | -$229K | 1.47% | 17 |
|
|
2022
Q3 | $3.95M | Sell |
24,078
-161
| -0.7% | -$26.4K | 1.16% | 28 |
|
|
2022
Q2 | $4.33M | Sell |
24,239
-195
| -0.8% | -$34.9K | 1.2% | 23 |
|
|
2022
Q1 | $5.44M | Sell |
24,434
-12
| -0% | -$2.67K | 1.31% | 19 |
|
|
2021
Q4 | $5.05M | Sell |
24,446
-100
| -0.4% | -$20.7K | 1.18% | 24 |
|
|
2021
Q3 | $4.71M | Sell |
24,546
-211
| -0.9% | -$40.5K | 1.2% | 24 |
|
|
2021
Q2 | $5.39M | Sell |
24,757
-431
| -2% | -$93.8K | 1.34% | 17 |
|
|
2021
Q1 | $5.84M | Sell |
25,188
-446
| -2% | -$103K | 1.45% | 17 |
|
|
2020
Q4 | $4.67M | Sell |
25,634
-216
| -0.8% | -$39.3K | 1.24% | 21 |
|
|
2020
Q3 | $3.86M | Buy |
25,850
+153
| +0.6% | +$22.8K | 1.14% | 28 |
|
|
2020
Q2 | $3.25M | Buy |
25,697
+418
| +2% | +$52.9K | 1.04% | 31 |
|
|
2020
Q1 | $2.93M | Buy |
25,279
+729
| +3% | +$84.6K | 1.17% | 24 |
|
|
2019
Q4 | $3.63M | Sell |
24,550
-255
| -1% | -$37.7K | 1.13% | 26 |
|
|
2019
Q3 | $3.13M | Sell |
24,805
-425
| -2% | -$53.7K | 1.05% | 29 |
|
|
2019
Q2 | $3.44M | Sell |
25,230
-22
| -0.1% | -$3K | 1.15% | 23 |
|
|
2019
Q1 | $3.42M | Buy |
25,252
+257
| +1% | +$34.8K | 1.17% | 25 |
|
|
2018
Q4 | $3.18M | Buy |
24,995
+601
| +2% | +$76.4K | 1.21% | 26 |
|
|
2018
Q3 | $3.72M | Sell |
24,394
-302
| -1% | -$46.1K | 1.26% | 22 |
|
|
2018
Q2 | $3.35M | Buy |
24,696
+11,860
| +92% | +$1.61M | 1.19% | 26 |
|
|
2018
Q1 | $1.89M | Buy |
12,836
+3
| +0% | +$442 | 0.96% | 32 |
|
|
2017
Q4 | $2.02M | Buy |
12,833
+19
| +0.1% | +$2.99K | 0.99% | 33 |
|
|
2017
Q3 | $1.6M | Buy |
12,814
+4
| +0% | +$499 | 0.81% | 42 |
|
|
2017
Q2 | $1.38M | Sell |
12,810
-146
| -1% | -$15.7K | 0.62% | 51 |
|
|
2017
Q1 | $1.2M | Buy |
12,956
+5
| +0% | +$463 | 0.72% | 50 |
|
|
2016
Q4 | $1.2M | Sell |
12,951
-128
| -1% | -$11.9K | 0.71% | 49 |
|
|
2016
Q3 | $1.16M | Sell |
13,079
-956
| -7% | -$84.9K | 0.71% | 50 |
|
|
2016
Q2 | $1.06M | Buy |
14,035
+7
| +0% | +$530 | 0.64% | 55 |
|
|
2016
Q1 | $1.07M | Buy |
14,028
+41
| +0.3% | +$3.14K | 0.67% | 49 |
|
|
2015
Q4 | $950K | Sell |
13,987
-1,269
| -8% | -$86.2K | 0.59% | 54 |
|
|
2015
Q3 | $997K | Sell |
15,256
-4,135
| -21% | -$270K | 0.67% | 50 |
|
|
2015
Q2 | $1.64M | Sell |
19,391
-1,466
| -7% | -$124K | 0.96% | 42 |
|
|
2015
Q1 | $1.67M | Buy |
20,857
+910
| +5% | +$72.8K | 1.03% | 40 |
|
|
2014
Q4 | $1.83M | Buy |
19,947
+155
| +0.8% | +$14.2K | 1.12% | 32 |
|
|
2014
Q3 | $1.96M | Sell |
19,792
-27
| -0.1% | -$2.67K | 1.17% | 31 |
|
|
2014
Q2 | $2.15M | Sell |
19,819
-179
| -0.9% | -$19.4K | 1.3% | 25 |
|
|
2014
Q1 | $1.99M | Sell |
19,998
-5,044
| -20% | -$501K | 1.3% | 25 |
|
|
2013
Q4 | $2.27M | Buy |
25,042
+206
| +0.8% | +$18.7K | 1.48% | 22 |
|
|
2013
Q3 | $2.07M | Sell |
24,836
-194
| -0.8% | -$16.2K | 1.43% | 21 |
|
|
2013
Q2 | $2.07M | Buy |
+25,030
| New | +$2.07M | 1.43% | 22 |
|