Hixon Zuercher’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.31M | Sell |
21,407
-2,028
| -9% | -$787K | 2.69% | 7 |
|
|
2025
Q1 | $7.73M | Buy |
23,435
+567
| +2% | +$187K | 2.73% | 6 |
|
|
2024
Q4 | $8.3M | Sell |
22,868
-312
| -1% | -$113K | 3.19% | 4 |
|
|
2024
Q3 | $9.07M | Sell |
23,180
-481
| -2% | -$188K | 3.55% | 3 |
|
|
2024
Q2 | $7.88M | Sell |
23,661
-1,338
| -5% | -$446K | 3.32% | 6 |
|
|
2024
Q1 | $9.16M | Sell |
24,999
-148
| -0.6% | -$54.2K | 3.87% | 2 |
|
|
2023
Q4 | $7.44M | Buy |
25,147
+1,085
| +5% | +$321K | 3.45% | 5 |
|
|
2023
Q3 | $6.57M | Buy |
24,062
+4,139
| +21% | +$1.13M | 3.44% | 9 |
|
|
2023
Q2 | $4.9M | Buy |
19,923
+879
| +5% | +$216K | 2.47% | 16 |
|
|
2023
Q1 | $4.36M | Buy |
19,044
+3,299
| +21% | +$755K | 2.58% | 16 |
|
|
2022
Q4 | $3.77M | Buy |
15,745
+36
| +0.2% | +$8.62K | 2.32% | 19 |
|
|
2022
Q3 | $2.58M | Buy |
15,709
+1,617
| +11% | +$265K | 1.65% | 25 |
|
|
2022
Q2 | $2.52M | Buy |
14,092
+393
| +3% | +$70.3K | 1.63% | 31 |
|
|
2022
Q1 | $3.05M | Buy |
13,699
+574
| +4% | +$128K | 1.64% | 25 |
|
|
2021
Q4 | $2.71M | Buy |
13,125
+877
| +7% | +$181K | 1.36% | 33 |
|
|
2021
Q3 | $2.35M | Buy |
12,248
+829
| +7% | +$159K | 1.37% | 33 |
|
|
2021
Q2 | $2.49M | Buy |
11,419
+6,320
| +124% | +$1.38M | 1.5% | 33 |
|
|
2021
Q1 | $1.18M | Buy |
+5,099
| New | +$1.18M | 0.78% | 39 |
|