HBW Advisory Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Buy |
887
+86
| +11% | +$33.4K | 0.04% | 294 |
|
|
2025
Q1 | $264K | Buy |
801
+85
| +12% | +$28K | 0.04% | 311 |
|
|
2024
Q4 | $260K | Buy |
716
+7
| +1% | +$2.54K | 0.03% | 303 |
|
|
2024
Q3 | $277K | Buy |
709
+88
| +14% | +$34.4K | 0.04% | 288 |
|
|
2024
Q2 | $207K | Sell |
621
-263
| -30% | -$87.7K | 0.03% | 319 |
|
|
2024
Q1 | $261K | Hold |
884
| – | – | 0.05% | 252 |
|
|
2023
Q4 | $261K | Buy |
884
+20
| +2% | +$5.91K | 0.05% | 252 |
|
|
2023
Q3 | $236K | Sell |
864
-448
| -34% | -$122K | 0.05% | 243 |
|
|
2023
Q2 | $323K | Buy |
+1,312
| New | +$323K | 0.07% | 219 |
|