Hollow Brook Wealth Management’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 |
-582
| Closed | -$211K | – | 85 |
|
|
2024
Q4 | $211K | Hold |
582
| – | – | 0.06% | 84 |
|
|
2024
Q3 | $228K | Buy |
+582
| New | +$228K | 0.07% | 81 |
|
|
2024
Q2 | – | Sell |
-636
| Closed | -$233K | – | 78 |
|
|
2024
Q1 | $233K | Buy |
+636
| New | +$233K | 0.09% | 75 |
|
|
2018
Q3 | – | Sell |
-10,033
| Closed | -$1.36M | – | 53 |
|
|
2018
Q2 | $1.36M | Buy |
10,033
+4,617
| +85% | +$626K | 1.08% | 31 |
|
|
2018
Q1 | $798K | Buy |
+5,416
| New | +$798K | 0.64% | 35 |
|