HWA
HCR Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
3,978
+201
| +5% | +$78K | 0.18% | 77 |
|
|
2025
Q1 | $1.25M | Sell |
3,777
-16
| -0.4% | -$5.28K | 0.16% | 88 |
|
|
2024
Q4 | $1.38M | Hold |
3,793
| – | – | 0.17% | 83 |
|
|
2024
Q3 | $1.48M | Buy |
3,793
+314
| +9% | +$123K | 0.19% | 81 |
|
|
2024
Q2 | $1.16M | Sell |
3,479
-399
| -10% | -$133K | 0.17% | 85 |
|
|
2024
Q1 | $1.42M | Buy |
3,878
+200
| +5% | +$73.3K | 0.22% | 71 |
|
|
2023
Q4 | $1.09M | Buy |
3,678
+92
| +3% | +$27.2K | 0.17% | 84 |
|
|
2023
Q3 | $979K | Buy |
3,586
+603
| +20% | +$165K | 0.21% | 79 |
|
|
2023
Q2 | $734K | Buy |
2,983
+1
| +0% | +$246 | 0.14% | 92 |
|
|
2023
Q1 | $682K | Buy |
2,982
+1
| +0% | +$229 | 0.14% | 98 |
|
|
2022
Q4 | $714K | Buy |
2,981
+134
| +5% | +$32.1K | 0.15% | 93 |
|
|
2022
Q3 | $467K | Hold |
2,847
| – | – | 0.1% | 109 |
|
|
2022
Q2 | $509K | Hold |
2,847
| – | – | 0.1% | 109 |
|
|
2022
Q1 | $634K | Sell |
2,847
-54
| -2% | -$12K | 0.1% | 111 |
|
|
2021
Q4 | $600K | Buy |
2,901
+54
| +2% | +$11.2K | 0.09% | 124 |
|
|
2021
Q3 | $547K | Hold |
2,847
| – | – | 0.09% | 128 |
|
|
2021
Q2 | $620K | Hold |
2,847
| – | – | 0.11% | 117 |
|
|
2021
Q1 | $660K | Sell |
2,847
-3,277
| -54% | -$760K | 0.13% | 112 |
|
|
2020
Q4 | $1.11M | Hold |
6,124
| – | – | 0.23% | 85 |
|
|
2020
Q3 | $917K | Hold |
6,124
| – | – | 0.21% | 83 |
|
|
2020
Q2 | $772K | Buy |
6,124
+191
| +3% | +$24.1K | 0.18% | 82 |
|
|
2020
Q1 | $688K | Buy |
+5,933
| New | +$688K | 0.2% | 79 |
|
|
2019
Q4 | – | Sell |
-4,124
| Closed | -$542K | – | 244 |
|
|
2019
Q3 | $542K | Sell |
4,124
-715
| -15% | -$94K | 0.18% | 88 |
|
|
2019
Q2 | $660K | Sell |
4,839
-524
| -10% | -$71.5K | 0.19% | 85 |
|
|
2019
Q1 | $692K | Buy |
5,363
+1,291
| +32% | +$167K | 0.2% | 90 |
|
|
2018
Q4 | $518K | Buy |
+4,072
| New | +$518K | 0.17% | 97 |
|
|
2018
Q3 | – | Sell |
-4,818
| Closed | -$656K | – | 159 |
|
|
2018
Q2 | $656K | Buy |
4,818
+201
| +4% | +$27.4K | 0.22% | 91 |
|
|
2018
Q1 | $680K | Buy |
4,617
+425
| +10% | +$62.6K | 0.24% | 90 |
|
|
2017
Q4 | $659K | Buy |
+4,192
| New | +$659K | 0.23% | 88 |
|