Harvest Portfolios Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.3M | Buy |
65,237
+8,584
| +15% | +$3.33M | 0.59% | 53 |
|
|
2025
Q1 | $18.7M | Buy |
56,653
+2,053
| +4% | +$677K | 0.55% | 58 |
|
|
2024
Q4 | $19.8M | Buy |
54,600
+8,238
| +18% | +$2.99M | 0.66% | 52 |
|
|
2024
Q3 | $18.1M | Sell |
46,362
-6,691
| -13% | -$2.62M | 0.6% | 54 |
|
|
2024
Q2 | $17.7M | Sell |
53,053
-7,871
| -13% | -$2.62M | 0.68% | 50 |
|
|
2024
Q1 | $22.3M | Sell |
60,924
-5,848
| -9% | -$2.14M | 0.87% | 44 |
|
|
2023
Q4 | $19.7M | Buy |
66,772
+3,498
| +6% | +$1.03M | 0.84% | 42 |
|
|
2023
Q3 | $17.3M | Sell |
63,274
-20,013
| -24% | -$5.46M | 0.82% | 44 |
|
|
2023
Q2 | $20.5M | Buy |
83,287
+14,214
| +21% | +$3.5M | 0.94% | 35 |
|
|
2023
Q1 | $15.8M | Buy |
69,073
+1,140
| +2% | +$261K | 0.78% | 50 |
|
|
2022
Q4 | $16.3M | Buy |
+67,933
| New | +$16.3M | 0.94% | 33 |
|