HWM
CAT icon

Hemington Wealth Management’s Caterpillar CAT Stock Holding History

Hemington Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$213K Sell
549
-3
-0.5% -$1.16K 0.03% 125
2025
Q1 		$182K Buy
552
+40
+8% +$13.2K 0.03% 134
2024
Q4 		$185K Buy
512
+39
+8% +$14.1K 0.05% 127
2024
Q3 		$177K Buy
+473
New +$177K 0.05% 127