Hazlett, Burt & Watson’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.59M Buy
2025
Q1
$1.16M Buy
2024
Q4
$1.26M Buy
2024
Q3
$1.24M Buy
2024
Q2
$1.02M Buy
2024
Q1
$1.08M Sell
2023
Q4
$889K Buy
2023
Q3
$809K Sell
2023
Q2
$730K Sell
2023
Q1
$681K Sell
2022
Q4
$760K Buy
2022
Q3
$512K Sell
2022
Q2
$563K Sell
2022
Q1
$709K Buy