HF Advisory Group’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 | $342K | Sell |
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|
2025
Q2 | $340K | Buy |
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|
2025
Q1 | $243K | Buy |
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|
2024
Q4 | $265K | Sell |
|
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|
2024
Q3 | $290K | Hold |
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|
2024
Q2 | $248K | Sell |
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|
2024
Q1 | $275K | Sell |
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|
2023
Q4 | $267K | Sell |
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|
2023
Q3 | $247K | Sell |
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|
2023
Q2 | $241K | Sell |
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|
2023
Q1 | $279K | Buy |
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|
2022
Q4 | $283K | Buy |
|