Hazlett, Burt & Watson’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
4,094
+569
| +16% | +$221K | 0.65% | 38 |
|
|
2025
Q1 | $1.16M | Buy |
3,525
+65
| +2% | +$21.4K | 0.52% | 50 |
|
|
2024
Q4 | $1.26M | Buy |
3,460
+300
| +9% | +$109K | 0.56% | 45 |
|
|
2024
Q3 | $1.24M | Buy |
3,160
+105
| +3% | +$41.2K | 0.57% | 38 |
|
|
2024
Q2 | $1.02M | Buy |
3,055
+103
| +3% | +$34.3K | 0.52% | 41 |
|
|
2024
Q1 | $1.08M | Sell |
2,952
-49
| -2% | -$17.9K | 0.65% | 27 |
|
|
2023
Q4 | $889K | Buy |
3,001
+50
| +2% | +$14.8K | 0.6% | 32 |
|
|
2023
Q3 | $809K | Sell |
2,951
-10
| -0.3% | -$2.74K | 0.6% | 29 |
|
|
2023
Q2 | $730K | Sell |
2,961
-15
| -0.5% | -$3.7K | 0.54% | 28 |
|
|
2023
Q1 | $681K | Sell |
2,976
-191
| -6% | -$43.7K | 0.56% | 33 |
|
|
2022
Q4 | $760K | Buy |
3,167
+41
| +1% | +$9.84K | 0.67% | 29 |
|
|
2022
Q3 | $512K | Sell |
3,126
-20
| -0.6% | -$3.28K | 0.5% | 40 |
|
|
2022
Q2 | $563K | Sell |
3,146
-38
| -1% | -$6.8K | 0.52% | 40 |
|
|
2022
Q1 | $709K | Buy |
+3,184
| New | +$709K | 0.56% | 38 |
|