HF Advisory Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Buy |
877
+140
| +19% | +$54.3K | 0.13% | 138 |
|
|
2025
Q1 | $243K | Buy |
737
+6
| +0.8% | +$1.98K | 0.11% | 141 |
|
|
2024
Q4 | $265K | Sell |
731
-12
| -2% | -$4.35K | 0.12% | 141 |
|
|
2024
Q3 | $290K | Hold |
743
| – | – | 0.13% | 143 |
|
|
2024
Q2 | $248K | Sell |
743
-7
| -0.9% | -$2.33K | 0.13% | 148 |
|
|
2024
Q1 | $275K | Sell |
750
-153
| -17% | -$56.1K | 0.15% | 140 |
|
|
2023
Q4 | $267K | Sell |
903
-2
| -0.2% | -$591 | 0.17% | 140 |
|
|
2023
Q3 | $247K | Sell |
905
-76
| -8% | -$20.7K | 0.18% | 133 |
|
|
2023
Q2 | $241K | Sell |
981
-239
| -20% | -$58.8K | 0.19% | 124 |
|
|
2023
Q1 | $279K | Buy |
1,220
+37
| +3% | +$8.47K | 0.25% | 116 |
|
|
2022
Q4 | $283K | Buy |
+1,183
| New | +$283K | 0.29% | 106 |
|