Hoey Investments’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $153K | Sell |
393
-750
| -66% | -$291K | 0.02% | 84 |
|
|
2025
Q1 | $377K | Sell |
1,143
-1,050
| -48% | -$346K | 0.07% | 53 |
|
|
2024
Q4 | $796K | Buy |
2,193
+1,291
| +143% | +$468K | 0.13% | 32 |
|
|
2024
Q3 | $300K | Hold |
902
| – | – | 0.06% | 67 |
|
|
2024
Q2 | $300K | Buy |
902
+10
| +1% | +$3.33K | 0.06% | 67 |
|
|
2024
Q1 | $327K | Buy |
892
+100
| +13% | +$36.6K | 0.07% | 66 |
|
|
2023
Q4 | $234K | Sell |
792
-6,196
| -89% | -$1.83M | 0.07% | 68 |
|
|
2023
Q3 | $1.91M | Sell |
6,988
-172
| -2% | -$47K | 0.63% | 21 |
|
|
2023
Q2 | $1.76M | Sell |
7,160
-1,948
| -21% | -$479K | 0.57% | 21 |
|
|
2023
Q1 | $2.08M | Buy |
9,108
+218
| +2% | +$49.9K | 0.81% | 19 |
|
|
2022
Q4 | $2.13M | Sell |
8,890
-432
| -5% | -$103K | 0.92% | 18 |
|
|
2022
Q3 | $1.53M | Buy |
9,322
+6,100
| +189% | +$1M | 0.6% | 31 |
|
|
2022
Q2 | $576K | Sell |
3,222
-2,344
| -42% | -$419K | 0.25% | 41 |
|
|
2022
Q1 | $1.24M | Buy |
5,566
+1,122
| +25% | +$250K | 0.34% | 28 |
|
|
2021
Q4 | $919K | Sell |
4,444
-696
| -14% | -$144K | 0.23% | 31 |
|
|
2021
Q3 | $987K | Sell |
5,140
-6,535
| -56% | -$1.25M | 0.29% | 37 |
|
|
2021
Q2 | $2.54M | Buy |
11,675
+10,000
| +597% | +$2.18M | 0.75% | 26 |
|
|
2021
Q1 | $388K | Sell |
1,675
-129
| -7% | -$29.9K | 0.13% | 44 |
|
|
2020
Q4 | $328K | Buy |
1,804
+1,429
| +381% | +$260K | 0.12% | 49 |
|
|
2020
Q3 | $56K | Buy |
+375
| New | +$56K | 0.02% | 60 |
|
|
2020
Q1 | – | Sell |
-4,926
| Closed | -$727K | – | 123 |
|
|
2019
Q4 | $727K | Buy |
+4,926
| New | +$727K | 0.52% | 41 |
|