HCM
Hengehold Capital Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $424K | Sell |
1,092
-28
| -3% | -$10.9K | 0.04% | 148 |
|
|
2025
Q1 | $369K | Hold |
1,120
| – | – | 0.04% | 151 |
|
|
2024
Q4 | $406K | Buy |
1,120
+5
| +0.4% | +$1.81K | 0.04% | 140 |
|
|
2024
Q3 | $436K | Buy |
1,115
+80
| +8% | +$31.3K | 0.04% | 125 |
|
|
2024
Q2 | $345K | Sell |
1,035
-64
| -6% | -$21.3K | 0.04% | 137 |
|
|
2024
Q1 | $403K | Buy |
1,099
+37
| +3% | +$13.6K | 0.04% | 128 |
|
|
2023
Q4 | $314K | Hold |
1,062
| – | – | 0.04% | 139 |
|
|
2023
Q3 | $290K | Sell |
1,062
-50
| -4% | -$13.7K | 0.04% | 135 |
|
|
2023
Q2 | $274K | Buy |
1,112
+2
| +0.2% | +$492 | 0.04% | 142 |
|
|
2023
Q1 | $254K | Hold |
1,110
| – | – | 0.03% | 145 |
|
|
2022
Q4 | $266K | Buy |
+1,110
| New | +$266K | 0.04% | 144 |
|
|
2022
Q2 | – | Sell |
-1,010
| Closed | -$225K | – | 159 |
|
|
2022
Q1 | $225K | Hold |
1,010
| – | – | 0.03% | 150 |
|
|
2021
Q4 | $209K | Buy |
+1,010
| New | +$209K | 0.03% | 162 |
|