HBC Financial Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $61K | Hold |
168
| – | – | 0.04% | 67 |
|
|
2024
Q3 | $63K | Hold |
168
| – | – | 0.04% | 71 |
|
|
2024
Q2 | $57K | Buy |
168
+1
| +0.6% | +$339 | 0.04% | 70 |
|
|
2024
Q1 | $55K | Hold |
167
| – | – | 0.04% | 65 |
|
|
2023
Q4 | $49K | Hold |
167
| – | – | 0.03% | 67 |
|
|
2023
Q3 | $45K | Buy |
167
+1
| +0.6% | +$269 | 0.03% | 63 |
|
|
2023
Q2 | $43K | Hold |
166
| – | – | 0.03% | 70 |
|
|
2023
Q1 | $37K | Buy |
166
+1
| +0.6% | +$223 | 0.03% | 81 |
|
|
2022
Q4 | $40K | Hold |
165
| – | – | 0.03% | 71 |
|
|
2022
Q3 | $27K | Buy |
165
+1
| +0.6% | +$164 | 0.02% | 73 |
|
|
2022
Q2 | $29K | Sell |
164
-150
| -48% | -$26.5K | 0.02% | 80 |
|
|
2022
Q1 | $66K | Buy |
314
+41
| +15% | +$8.62K | 0.05% | 48 |
|
|
2021
Q4 | $56K | Buy |
273
+110
| +67% | +$22.6K | 0.04% | 55 |
|
|
2021
Q3 | $31K | Buy |
163
+1
| +0.6% | +$190 | 0.02% | 69 |
|
|
2021
Q2 | $33K | Hold |
162
| – | – | 0.02% | 86 |
|
|
2021
Q1 | $37.8K | Hold |
162
| – | – | 0.03% | 80 |
|
|
2020
Q4 | $31K | Buy |
+162
| New | +$31K | 0.02% | 81 |
|
|
2020
Q3 | – | Sell |
-384
| Closed | -$7K | – | 168 |
|
|
2020
Q2 | $7K | Buy |
384
+3
| +0.8% | +$55 | 0.01% | 125 |
|
|
2020
Q1 | $5K | Buy |
381
+21
| +6% | +$276 | 0.01% | 131 |
|
|
2019
Q4 | $53K | Buy |
+360
| New | +$53K | 0.05% | 66 |
|