Horst & Graben Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.62M | Buy |
1,950
+29
| +2% | +$20.1K | 0.22% | 65 |
|
|
2025
Q4 | $1.1M | Buy |
1,921
+4
| +0.2% | +$2.22K | 0.17% | 75 |
|
|
2025
Q3 | $915K | Sell |
1,917
-17
| -0.9% | -$7.26K | 0.14% | 83 |
|
|
2025
Q2 | $751K | Sell |
1,934
-8
| -0.4% | -$2.67K | 0.12% | 87 |
|
|
2025
Q1 | $640K | Buy |
1,942
+18
| +0.9% | +$6.41K | 0.11% | 86 |
|
|
2024
Q4 | $698K | Buy |
1,924
+50
| +3% | +$19.4K | 0.12% | 76 |
|
|
2024
Q3 | $733K | Buy |
1,874
+4
| +0.2% | +$1.38K | 0.13% | 67 |
|
|
2024
Q2 | $623K | Buy |
1,870
+4
| +0.2% | +$1.39K | 0.12% | 75 |
|
|
2024
Q1 | $684K | Buy |
1,866
+4
| +0.2% | +$1.28K | 0.14% | 69 |
|
|
2023
Q4 | $550K | Buy |
1,862
+6
| +0.3% | +$1.56K | 0.12% | 76 |
|
|
2023
Q3 | $507K | Buy |
1,856
+5
| +0.3% | +$1.36K | 0.12% | 73 |
|
|
2023
Q2 | $455K | Buy |
1,851
+10
| +0.5% | +$2.23K | 0.11% | 77 |
|
|
2023
Q1 | $421K | Buy |
1,841
+9
| +0.5% | +$2.18K | 0.1% | 81 |
|
|
2022
Q4 | $439K | Buy |
1,832
+9
| +0.5% | +$1.96K | 0.11% | 83 |
|
|
2022
Q3 | $299K | Buy |
1,823
+11
| +0.6% | +$2.01K | 0.08% | 97 |
|
|
2022
Q2 | $324K | Buy |
1,812
+10
| +0.6% | +$2.11K | 0.09% | 97 |
|
|
2022
Q1 | $402K | Buy |
1,802
+10
| +0.6% | +$2.1K | 0.1% | 91 |
|
|
2021
Q4 | $370K | Buy |
1,792
+10
| +0.6% | +$2.01K | 0.09% | 96 |
|
|
2021
Q3 | $342K | Buy |
1,782
+7
| +0.4% | +$1.46K | 0.09% | 101 |
|
|
2021
Q2 | $386K | Buy |
1,775
+5
| +0.3% | +$1.16K | 0.11% | 94 |
|
|
2021
Q1 | $410K | Buy |
1,770
+7
| +0.4% | +$1.45K | 0.13% | 88 |
|
|
2020
Q4 | $321K | Buy |
1,763
+7
| +0.4% | +$1.19K | 0.11% | 91 |
|
|
2020
Q3 | $262K | Buy |
+1,756
| New | +$247K | 0.1% | 95 |
|
Other funds holding CAT
VCM
VPM
