Harvest Investment Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,114
| Closed | -$767K | – | 290 |
|
|
2024
Q4 | $767K | Buy |
+2,114
| New | +$767K | 0.19% | 129 |
|
|
2024
Q3 | – | Sell |
-1,117
| Closed | -$372K | – | 228 |
|
|
2024
Q2 | $372K | Buy |
+1,117
| New | +$372K | 0.15% | 135 |
|
|
2022
Q1 | – | Sell |
-2,862
| Closed | -$591K | – | 191 |
|
|
2021
Q4 | $591K | Sell |
2,862
-101
| -3% | -$20.9K | 0.25% | 123 |
|
|
2021
Q3 | $568K | Buy |
2,963
+81
| +3% | +$15.5K | 0.23% | 131 |
|
|
2021
Q2 | $627K | Buy |
+2,882
| New | +$627K | 0.26% | 111 |
|
|
2020
Q4 | – | Sell |
-2,890
| Closed | -$431K | – | 213 |
|
|
2020
Q3 | $431K | Buy |
+2,890
| New | +$431K | 0.25% | 101 |
|