Highview Capital 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 | $396K | Hold |
1,020
| – | – | 0.15% | 86 |
|
|
2025
Q1 | $336K | Sell |
1,020
-300
| -23% | -$98.9K | 0.14% | 81 |
|
|
2024
Q4 | $479K | Buy |
1,320
+300
| +29% | +$109K | 0.18% | 88 |
|
|
2024
Q3 | $399K | Hold |
1,020
| – | – | 0.16% | 89 |
|
|
2024
Q2 | $340K | Hold |
1,020
| – | – | 0.14% | 97 |
|
|
2024
Q1 | $374K | Sell |
1,020
-240
| -19% | -$87.9K | 0.17% | 93 |
|
|
2023
Q4 | $373K | Buy |
1,260
+300
| +31% | +$88.7K | 0.2% | 81 |
|
|
2023
Q3 | $262K | Hold |
960
| – | – | 0.15% | 92 |
|
|
2023
Q2 | $236K | Hold |
960
| – | – | 0.13% | 89 |
|
|
2023
Q1 | $220K | Sell |
960
-530
| -36% | -$121K | 0.13% | 92 |
|
|
2022
Q4 | $357K | Hold |
1,490
| – | – | 0.22% | 83 |
|
|
2022
Q3 | $244K | Hold |
1,490
| – | – | 0.18% | 90 |
|
|
2022
Q2 | $266K | Hold |
1,490
| – | – | 0.2% | 87 |
|
|
2022
Q1 | $332K | Buy |
1,490
+330
| +28% | +$73.5K | 0.21% | 91 |
|
|
2021
Q4 | $240K | Buy |
+1,160
| New | +$240K | 0.16% | 99 |
|