Hixon Zuercher’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.14M | Sell |
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|
2025
Q2 | $8.31M | Sell |
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|
2025
Q1 | $7.73M | Buy |
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|
2024
Q4 | $8.3M | Sell |
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|
2024
Q3 | $9.07M | Sell |
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|
2024
Q2 | $7.88M | Sell |
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|
2024
Q1 | $9.16M | Sell |
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|
2023
Q4 | $7.44M | Buy |
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|
2023
Q3 | $6.57M | Buy |
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|
2023
Q2 | $4.9M | Buy |
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|
2023
Q1 | $4.36M | Buy |
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|
2022
Q4 | $3.77M | Buy |
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|
2022
Q3 | $2.58M | Buy |
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|
2022
Q2 | $2.52M | Buy |
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|
2022
Q1 | $3.05M | Buy |
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|
2021
Q4 | $2.71M | Buy |
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|
2021
Q3 | $2.35M | Buy |
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|
2021
Q2 | $2.48M | Buy |
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|
2021
Q1 | $1.18M | Buy |
|