HWM
Horizon Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $855K | Sell |
2,203
-19
| -0.9% | -$7.38K | 0.15% | 39 |
|
|
2025
Q1 | $733K | Buy |
2,222
+25
| +1% | +$8.25K | 0.12% | 41 |
|
|
2024
Q4 | $797K | Buy |
2,197
+3
| +0.1% | +$1.09K | 0.14% | 36 |
|
|
2024
Q3 | $858K | Buy |
2,194
+3
| +0.1% | +$1.17K | 0.17% | 35 |
|
|
2024
Q2 | $730K | Sell |
2,191
-346
| -14% | -$115K | 0.17% | 32 |
|
|
2024
Q1 | $930K | Sell |
2,537
-136
| -5% | -$49.8K | 0.24% | 30 |
|
|
2023
Q4 | $790K | Sell |
2,673
-401
| -13% | -$119K | 0.22% | 31 |
|
|
2023
Q3 | $839K | Buy |
3,074
+11
| +0.4% | +$3K | 0.34% | 25 |
|
|
2023
Q2 | $754K | Buy |
3,063
+7
| +0.2% | +$1.72K | 0.3% | 27 |
|
|
2023
Q1 | $699K | Sell |
3,056
-723
| -19% | -$165K | 0.52% | 25 |
|
|
2022
Q4 | $905K | Buy |
3,779
+224
| +6% | +$53.7K | 0.74% | 20 |
|
|
2022
Q3 | $583K | Sell |
3,555
-261
| -7% | -$42.8K | 0.43% | 26 |
|
|
2022
Q2 | $682K | Buy |
3,816
+15
| +0.4% | +$2.68K | 0.28% | 43 |
|
|
2022
Q1 | $847K | Sell |
3,801
-3,148
| -45% | -$701K | 0.26% | 39 |
|
|
2021
Q4 | $1.44M | Buy |
+6,949
| New | +$1.44M | 0.42% | 31 |
|