HBWM
CAT icon

Hollow Brook Wealth Management’s Caterpillar CAT Stock Holding History

Hollow Brook Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$292K Sell
412
-100
-20% -$69.3K 0.07% 67
2025
Q4 		$293K Hold
512
– – 0.08% 70
2025
Q3 		$244K Buy
+512
New +$219K 0.06% 93
2025
Q1 		– Sell
-582
Closed -$211K – 86
2024
Q4 		$211K Hold
582
– – 0.06% 84
2024
Q3 		$228K Buy
+582
New +$201K 0.07% 81
2024
Q2 		– Sell
-636
Closed -$233K – 78
2024
Q1 		$233K Buy
+636
New +$203K 0.09% 75
2018
Q3 		– Sell
-10,033
Closed -$1.36M – 53
2018
Q2 		$1.36M Buy
10,033
+4,617
+85% +$690K 1.08% 31
2018
Q1 		$798K Buy
+5,416
New +$855K 0.64% 35

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Northern Trust
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