HWA
HHM Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Sell |
5,882
-224
| -4% | -$87K | 0.27% | 33 |
|
|
2025
Q1 | $2.01M | Buy |
6,106
+125
| +2% | +$41.2K | 0.27% | 38 |
|
|
2024
Q4 | $2.17M | Buy |
5,981
+81
| +1% | +$29.4K | 0.3% | 33 |
|
|
2024
Q3 | $2.31M | Buy |
5,900
+335
| +6% | +$131K | 0.33% | 29 |
|
|
2024
Q2 | $1.85M | Buy |
5,565
+2,027
| +57% | +$675K | 0.28% | 33 |
|
|
2024
Q1 | $1.3M | Hold |
3,538
| – | – | 0.21% | 44 |
|
|
2023
Q4 | $1.05M | Sell |
3,538
-15
| -0.4% | -$4.44K | 0.18% | 50 |
|
|
2023
Q3 | $970K | Buy |
3,553
+243
| +7% | +$66.3K | 0.19% | 45 |
|
|
2023
Q2 | $814K | Sell |
3,310
-550
| -14% | -$135K | 0.15% | 49 |
|
|
2023
Q1 | $883K | Buy |
3,860
+768
| +25% | +$176K | 0.18% | 43 |
|
|
2022
Q4 | $741K | Sell |
3,092
-50
| -2% | -$12K | 0.17% | 47 |
|
|
2022
Q3 | $516K | Buy |
3,142
+224
| +8% | +$36.8K | 0.14% | 53 |
|
|
2022
Q2 | $522K | Sell |
2,918
-100
| -3% | -$17.9K | 0.13% | 61 |
|
|
2022
Q1 | $672K | Sell |
3,018
-330
| -10% | -$73.5K | 0.16% | 56 |
|
|
2021
Q4 | $692K | Sell |
3,348
-170
| -5% | -$35.1K | 0.17% | 53 |
|
|
2021
Q3 | $675K | Hold |
3,518
| – | – | 0.18% | 53 |
|
|
2021
Q2 | $766K | Buy |
3,518
+18
| +0.5% | +$3.92K | 0.21% | 45 |
|
|
2021
Q1 | $812K | Buy |
3,500
+90
| +3% | +$20.9K | 0.25% | 33 |
|
|
2020
Q4 | $621K | Buy |
3,410
+110
| +3% | +$20K | 0.21% | 40 |
|
|
2020
Q3 | $492K | Buy |
3,300
+86
| +3% | +$12.8K | 0.2% | 43 |
|
|
2020
Q2 | $407K | Buy |
3,214
+46
| +1% | +$5.83K | 0.17% | 45 |
|
|
2020
Q1 | $368K | Buy |
3,168
+280
| +10% | +$32.5K | 0.18% | 47 |
|
|
2019
Q4 | $426K | Buy |
2,888
+50
| +2% | +$7.38K | 0.2% | 49 |
|
|
2019
Q3 | $358K | Sell |
2,838
-50
| -2% | -$6.31K | 0.2% | 53 |
|
|
2019
Q2 | $394K | Hold |
2,888
| – | – | 0.23% | 43 |
|
|
2019
Q1 | $391K | Buy |
2,888
+485
| +20% | +$65.7K | 0.25% | 37 |
|
|
2018
Q4 | $305K | Buy |
+2,403
| New | +$305K | 0.22% | 39 |
|