HCR Wealth Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.44M | Buy |
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|
2025
Q2 | $1.54M | Buy |
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|
2025
Q1 | $1.25M | Sell |
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|
2024
Q4 | $1.38M | Hold |
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|
2024
Q3 | $1.48M | Buy |
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|
2024
Q2 | $1.16M | Sell |
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|
2024
Q1 | $1.42M | Buy |
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $979K | Buy |
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|
2023
Q2 | $734K | Buy |
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|
2023
Q1 | $682K | Buy |
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|
2022
Q4 | $714K | Buy |
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|
2022
Q3 | $467K | Hold |
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|
2022
Q2 | $509K | Hold |
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|
2022
Q1 | $634K | Sell |
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|
2021
Q4 | $600K | Buy |
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|
2021
Q3 | $547K | Hold |
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|
2021
Q2 | $620K | Hold |
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|
2021
Q1 | $660K | Sell |
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|
2020
Q4 | $1.11M | Hold |
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|
2020
Q3 | $917K | Hold |
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|
2020
Q2 | $772K | Buy |
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|
2020
Q1 | $688K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $542K | Sell |
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|
2019
Q2 | $660K | Sell |
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|
2019
Q1 | $692K | Buy |
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|
2018
Q4 | $518K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $656K | Buy |
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|
2018
Q1 | $680K | Buy |
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|
2017
Q4 | $659K | Buy |
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