HAG
HighPoint Advisor Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Sell |
36,382
-236
| -0.6% | -$91.6K | 0.75% | 24 |
|
|
2025
Q1 | $11.3M | Buy |
36,618
+125
| +0.3% | +$38.4K | 0.66% | 28 |
|
|
2024
Q4 | $13.2M | Buy |
36,493
+665
| +2% | +$241K | 0.72% | 26 |
|
|
2024
Q3 | $13.6M | Sell |
35,828
-193
| -0.5% | -$73.3K | 0.79% | 25 |
|
|
2024
Q2 | $12.3M | Buy |
36,021
+682
| +2% | +$233K | 0.74% | 25 |
|
|
2024
Q1 | $12.6M | Sell |
35,339
-547
| -2% | -$195K | 0.89% | 20 |
|
|
2023
Q4 | $12.8M | Buy |
+35,886
| New | +$12.8M | 0.91% | 19 |
|
|
2022
Q2 | $6.11M | Buy |
+35,433
| New | +$6.11M | 0.67% | 27 |
|
|
2021
Q3 | $6.44M | Buy |
33,526
+13,896
| +71% | +$2.67M | 0.63% | 26 |
|
|
2021
Q2 | $4.27M | Sell |
19,630
-680
| -3% | -$148K | 0.43% | 50 |
|
|
2021
Q1 | $4.69M | Buy |
20,310
+989
| +5% | +$228K | 0.54% | 39 |
|
|
2020
Q4 | $3.81M | Buy |
19,321
+1,586
| +9% | +$313K | 0.46% | 45 |
|
|
2020
Q3 | $2.89M | Buy |
17,735
+19
| +0.1% | +$3.1K | 0.52% | 40 |
|
|
2020
Q2 | $2.23M | Buy |
17,716
+71
| +0.4% | +$8.95K | 0.48% | 48 |
|
|
2020
Q1 | $2.01M | Sell |
17,645
-263
| -1% | -$30K | 0.48% | 52 |
|
|
2019
Q4 | $2.6M | Buy |
17,908
+1,309
| +8% | +$190K | 0.54% | 44 |
|
|
2019
Q3 | $2.46M | Buy |
16,599
+317
| +2% | +$47K | 0.54% | 43 |
|
|
2019
Q2 | $2.2M | Sell |
16,282
-219
| -1% | -$29.6K | 0.52% | 46 |
|
|
2019
Q1 | $2.21M | Sell |
16,501
-1,095
| -6% | -$146K | 0.54% | 45 |
|
|
2018
Q4 | $2.39M | Buy |
17,596
+2,252
| +15% | +$306K | 0.63% | 40 |
|
|
2018
Q3 | $1.98M | Sell |
15,344
-871
| -5% | -$112K | 0.54% | 41 |
|
|
2018
Q2 | $2.21M | Sell |
16,215
-852
| -5% | -$116K | 0.6% | 39 |
|
|
2018
Q1 | $2.65M | Sell |
17,067
-1,418
| -8% | -$220K | 0.73% | 32 |
|
|
2017
Q4 | $2.85M | Buy |
18,485
+524
| +3% | +$80.7K | 0.82% | 27 |
|
|
2017
Q3 | $2.45M | Buy |
17,961
+1,902
| +12% | +$260K | 0.76% | 30 |
|
|
2017
Q2 | $1.84M | Hold |
16,059
| – | – | 0.59% | 39 |
|
|
2017
Q1 | $1.84M | Sell |
16,059
-927
| -5% | -$106K | 0.59% | 39 |
|
|
2016
Q4 | $1.67M | Sell |
16,986
-1,591
| -9% | -$157K | 0.54% | 41 |
|
|
2016
Q3 | $1.72M | Sell |
18,577
-3,694
| -17% | -$343K | 0.61% | 34 |
|
|
2016
Q2 | $1.85M | Buy |
22,271
+4,836
| +28% | +$401K | 0.65% | 33 |
|
|
2016
Q1 | $1.37M | Buy |
17,435
+829
| +5% | +$64.9K | 0.84% | 26 |
|
|
2015
Q4 | $1.01M | Buy |
16,606
+9,440
| +132% | +$575K | 0.67% | 37 |
|
|
2015
Q3 | $468K | Buy |
+7,166
| New | +$468K | 0.52% | 79 |
|