Hollencrest Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Buy |
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|
2025
Q1 | $398K | Buy |
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|
2024
Q4 | $435K | Sell |
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|
2024
Q3 | $471K | Sell |
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|
2024
Q2 | $482K | Sell |
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|
2024
Q1 | $611K | Sell |
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|
2023
Q4 | $496K | Buy |
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|
2023
Q3 | $401K | Sell |
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|
2023
Q2 | $378K | Buy |
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|
2023
Q1 | $232K | Hold |
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|
2022
Q4 | $242K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $232K | Hold |
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|
2022
Q1 | $288K | Sell |
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|
2021
Q4 | $268K | Buy |
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|
2021
Q3 | $239K | Sell |
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|
2021
Q2 | $280K | Buy |
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|
2021
Q1 | $286K | Sell |
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|
2020
Q4 | $249K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $3.47M | Sell |
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|
2017
Q1 | $3.01M | Sell |
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|
2016
Q4 | $3.07M | Sell |
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|
2016
Q3 | $5.29M | Sell |
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|
2016
Q2 | $4.55M | Buy |
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