Hillsdale Investment 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 | $1.84M | Buy |
4,737
+3,710
| +361% | +$1.44M | 0.07% | 285 |
|
|
2025
Q1 | $339K | Sell |
1,027
-510
| -33% | -$168K | 0.02% | 382 |
|
|
2024
Q4 | $558K | Sell |
1,537
-3,140
| -67% | -$1.14M | 0.03% | 347 |
|
|
2024
Q3 | $1.83M | Buy |
4,677
+837
| +22% | +$327K | 0.14% | 198 |
|
|
2024
Q2 | $1.28M | Buy |
3,840
+3,327
| +649% | +$1.11M | 0.1% | 211 |
|
|
2024
Q1 | $188K | Buy |
513
+13
| +3% | +$4.76K | 0.01% | 375 |
|
|
2023
Q4 | $148K | Sell |
500
-190
| -28% | -$56.2K | 0.01% | 391 |
|
|
2023
Q3 | $188K | Buy |
690
+360
| +109% | +$98.3K | 0.02% | 350 |
|
|
2023
Q2 | $81.2K | Buy |
330
+20
| +6% | +$4.92K | 0.01% | 383 |
|
|
2023
Q1 | $70.9K | Buy |
310
+130
| +72% | +$29.7K | 0.01% | 485 |
|
|
2022
Q4 | $43.1K | Buy |
180
+80
| +80% | +$19.2K | ﹤0.01% | 489 |
|
|
2022
Q3 | $16K | Buy |
+100
| New | +$16K | ﹤0.01% | 486 |
|
|
2021
Q3 | – | Sell |
-200
| Closed | -$44K | – | 563 |
|
|
2021
Q2 | $44K | Buy |
+200
| New | +$44K | ﹤0.01% | 476 |
|
|
2019
Q3 | – | Sell |
-250
| Closed | -$34K | – | 620 |
|
|
2019
Q2 | $34K | Hold |
250
| – | – | ﹤0.01% | 461 |
|
|
2019
Q1 | $34K | Buy |
+250
| New | +$34K | ﹤0.01% | 444 |
|
|
2018
Q3 | – | Sell |
-2,400
| Closed | -$326K | – | 481 |
|
|
2018
Q2 | $326K | Hold |
2,400
| – | – | 0.04% | 279 |
|
|
2018
Q1 | $354K | Sell |
2,400
-200
| -8% | -$29.5K | 0.05% | 255 |
|
|
2017
Q4 | $410K | Buy |
+2,600
| New | +$410K | 0.07% | 235 |
|