Harvest Investment Services’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$767K Buy
2024
Q3
Sell
2024
Q2
$372K Buy
2022
Q1
Sell
2021
Q4
$591K Sell
2021
Q3
$568K Buy
2021
Q2
$627K Buy
2020
Q4
Sell
2020
Q3
$431K Buy