HB Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1M | Sell |
41,441
-2,674
| -6% | -$1.04M | 0.13% | 89 |
|
|
2025
Q1 | $14.5M | Buy |
44,115
+6,311
| +17% | +$2.08M | 0.12% | 97 |
|
|
2024
Q4 | $13.7M | Buy |
37,804
+1,294
| +4% | +$469K | 0.14% | 74 |
|
|
2024
Q3 | $14.3M | Sell |
36,510
-1,163
| -3% | -$455K | 0.15% | 74 |
|
|
2024
Q2 | $12.5M | Buy |
37,673
+534
| +1% | +$178K | 0.15% | 73 |
|
|
2024
Q1 | $13.6M | Buy |
37,139
+2,057
| +6% | +$754K | 0.17% | 65 |
|
|
2023
Q4 | $10.4M | Buy |
35,082
+532
| +2% | +$157K | 0.15% | 76 |
|
|
2023
Q3 | $9.43M | Buy |
34,550
+1,908
| +6% | +$521K | 0.15% | 74 |
|
|
2023
Q2 | $8.03M | Buy |
32,642
+2,331
| +8% | +$574K | 0.13% | 86 |
|
|
2023
Q1 | $6.94M | Buy |
30,311
+271
| +0.9% | +$62K | 0.12% | 91 |
|
|
2022
Q4 | $7.2M | Buy |
30,040
+2,154
| +8% | +$516K | 0.13% | 85 |
|
|
2022
Q3 | $4.58M | Buy |
27,886
+2,801
| +11% | +$460K | 0.1% | 101 |
|
|
2022
Q2 | $4.48M | Buy |
25,085
+1,827
| +8% | +$327K | 0.09% | 107 |
|
|
2022
Q1 | $5.18M | Buy |
23,258
+5,648
| +32% | +$1.26M | 0.1% | 107 |
|
|
2021
Q4 | $3.64M | Buy |
+17,610
| New | +$3.64M | 0.07% | 105 |
|