Hoese & Co’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-157
| Closed | -$57K | – | 155 |
|
|
2024
Q4 | $57K | Buy |
+157
| New | +$57K | 0.05% | 63 |
|
|
2024
Q1 | – | Sell |
-150
| Closed | -$37.6K | – | 139 |
|
|
2023
Q4 | $37.6K | Hold |
150
| – | – | 0.04% | 74 |
|
|
2023
Q3 | $41K | Hold |
150
| – | – | 0.04% | 74 |
|
|
2023
Q2 | $36.9K | Hold |
150
| – | – | 0.03% | 84 |
|
|
2023
Q1 | $35.9K | Hold |
150
| – | – | 0.04% | 79 |
|
|
2022
Q4 | $35K | Hold |
150
| – | – | 0.04% | 83 |
|
|
2022
Q3 | $25K | Sell |
150
-600
| -80% | -$100K | 0.03% | 94 |
|
|
2022
Q2 | $134K | Hold |
750
| – | – | 0.15% | 49 |
|
|
2022
Q1 | $167K | Hold |
750
| – | – | 0.17% | 44 |
|
|
2021
Q4 | $155K | Hold |
750
| – | – | 0.15% | 51 |
|
|
2021
Q3 | $144K | Hold |
750
| – | – | 0.16% | 51 |
|
|
2021
Q2 | $164K | Hold |
750
| – | – | 0.18% | 50 |
|
|
2021
Q1 | $174K | Buy |
+750
| New | +$174K | 0.21% | 45 |
|