HighMark Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137K | Hold |
353
| – | – | 0.07% | 93 |
|
|
2025
Q1 | $117K | Buy |
353
+1
| +0.3% | +$330 | 0.07% | 80 |
|
|
2024
Q4 | $128K | Hold |
352
| – | – | 0.07% | 78 |
|
|
2024
Q3 | $138K | Hold |
352
| – | – | 0.08% | 86 |
|
|
2024
Q2 | $117K | Hold |
352
| – | – | 0.07% | 88 |
|
|
2024
Q1 | $129K | Hold |
352
| – | – | 0.08% | 84 |
|
|
2023
Q4 | $104K | Hold |
352
| – | – | 0.08% | 91 |
|
|
2023
Q3 | $96K | Hold |
352
| – | – | 0.08% | 83 |
|
|
2023
Q2 | $86.5K | Buy |
352
+1
| +0.3% | +$246 | 0.07% | 92 |
|
|
2023
Q1 | $80.4K | Sell |
351
-29
| -8% | -$6.64K | 0.06% | 104 |
|
|
2022
Q4 | $91.1K | Buy |
380
+2
| +0.5% | +$479 | 0.07% | 81 |
|
|
2022
Q3 | $62K | Hold |
378
| – | – | 0.05% | 88 |
|
|
2022
Q2 | $68K | Hold |
378
| – | – | 0.05% | 85 |
|
|
2022
Q1 | $84K | Hold |
378
| – | – | 0.06% | 81 |
|
|
2021
Q4 | $78K | Hold |
378
| – | – | 0.05% | 93 |
|
|
2021
Q3 | $72K | Sell |
378
-13
| -3% | -$2.48K | 0.05% | 97 |
|
|
2021
Q2 | $88K | Sell |
391
-48
| -11% | -$10.8K | 0.06% | 83 |
|
|
2021
Q1 | $102K | Sell |
439
-7
| -2% | -$1.63K | 0.08% | 69 |
|
|
2020
Q4 | $81K | Hold |
446
| – | – | 0.07% | 75 |
|
|
2020
Q3 | $58K | Buy |
446
+121
| +37% | +$15.7K | 0.05% | 97 |
|
|
2020
Q2 | $41K | Hold |
325
| – | – | 0.05% | 88 |
|
|
2020
Q1 | $37K | Sell |
325
-79
| -20% | -$8.99K | 0.04% | 81 |
|
|
2019
Q4 | $59K | Buy |
+404
| New | +$59K | 0.06% | 72 |
|