HWM
Hohimer Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
3,654
-287
| -7% | -$111K | 0.25% | 92 |
|
|
2025
Q1 | $1.3M | Sell |
3,941
-1,001
| -20% | -$330K | 0.25% | 95 |
|
|
2024
Q4 | $1.79M | Buy |
4,942
+179
| +4% | +$64.9K | 0.34% | 87 |
|
|
2024
Q3 | $1.86M | Buy |
4,763
+125
| +3% | +$48.9K | 0.4% | 81 |
|
|
2024
Q2 | $1.54M | Buy |
4,638
+2,880
| +164% | +$959K | 0.36% | 82 |
|
|
2024
Q1 | $644K | Buy |
1,758
+100
| +6% | +$36.6K | 0.15% | 146 |
|
|
2023
Q4 | $490K | Sell |
1,658
-4
| -0.2% | -$1.18K | 0.12% | 154 |
|
|
2023
Q3 | $454K | Sell |
1,662
-35
| -2% | -$9.56K | 0.13% | 150 |
|
|
2023
Q2 | $417K | Buy |
1,697
+5
| +0.3% | +$1.23K | 0.12% | 155 |
|
|
2023
Q1 | $387K | Buy |
1,692
+201
| +13% | +$46K | 0.11% | 155 |
|
|
2022
Q4 | $357K | Buy |
1,491
+14
| +0.9% | +$3.36K | 0.11% | 131 |
|
|
2022
Q3 | $242K | Hold |
1,477
| – | – | 0.08% | 156 |
|
|
2022
Q2 | $264K | Buy |
1,477
+1
| +0.1% | +$179 | 0.08% | 162 |
|
|
2022
Q1 | $329K | Buy |
1,476
+18
| +1% | +$4.01K | 0.06% | 165 |
|
|
2021
Q4 | $301K | Hold |
1,458
| – | – | 0.06% | 166 |
|
|
2021
Q3 | $280K | Hold |
1,458
| – | – | 0.06% | 156 |
|
|
2021
Q2 | $317K | Buy |
1,458
+1
| +0.1% | +$217 | 0.06% | 158 |
|
|
2021
Q1 | $338K | Sell |
1,457
-50
| -3% | -$11.6K | 0.08% | 148 |
|
|
2020
Q4 | $274K | Hold |
1,507
| – | – | 0.07% | 160 |
|
|
2020
Q3 | $252K | Buy |
+1,507
| New | +$252K | 0.07% | 161 |
|
|
2020
Q1 | – | Sell |
-1,584
| Closed | -$234K | – | 184 |
|
|
2019
Q4 | $234K | Buy |
+1,584
| New | +$234K | 0.08% | 213 |
|