HFA
HC Financial Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.49M | Hold |
13,946
| – | – | 1.67% | 17 |
|
|
2022
Q1 | $3.11M | Hold |
13,946
| – | – | 1.85% | 15 |
|
|
2021
Q4 | $2.88M | Buy |
13,946
+1
| +0% | +$207 | 1.6% | 21 |
|
|
2021
Q3 | $2.68M | Hold |
13,945
| – | – | 1.61% | 19 |
|
|
2021
Q2 | $3.04M | Hold |
13,945
| – | – | 1.77% | 16 |
|
|
2021
Q1 | $3.23M | Hold |
13,945
| – | – | 1.97% | 13 |
|
|
2020
Q4 | $2.54M | Hold |
13,945
| – | – | 1.63% | 18 |
|
|
2020
Q3 | $2.08M | Sell |
13,945
-100
| -0.7% | -$14.9K | 1.49% | 21 |
|
|
2020
Q2 | $1.78M | Hold |
14,045
| – | – | 1.39% | 25 |
|
|
2020
Q1 | $1.63M | Buy |
14,045
+10
| +0.1% | +$1.16K | 1.46% | 23 |
|
|
2019
Q4 | $2.07M | Hold |
14,035
| – | – | 1.63% | 24 |
|
|
2019
Q3 | $1.77M | Buy |
14,035
+100
| +0.7% | +$12.6K | 1.52% | 28 |
|
|
2019
Q2 | $1.9M | Buy |
13,935
+20
| +0.1% | +$2.73K | 1.9% | 24 |
|
|
2019
Q1 | $1.89M | Buy |
+13,915
| New | +$1.89M | 1.98% | 23 |
|
|
2018
Q4 | – | Sell |
-13,900
| Closed | -$2.12M | – | 25 |
|
|
2018
Q3 | $2.12M | Hold |
13,900
| – | – | 1.87% | 20 |
|
|
2018
Q2 | $1.89M | Hold |
13,900
| – | – | 1.84% | 20 |
|
|
2018
Q1 | $2.05M | Sell |
13,900
-500
| -3% | -$73.7K | 2.02% | 16 |
|
|
2017
Q4 | $2.27M | Buy |
+14,400
| New | +$2.27M | 2.19% | 13 |
|