Hotaling Investment Management’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$561K Sell
2,342
-29
-1% -$6.95K 0.25% 78
2022
Q3
$389K Buy
2,371
+56
+2% +$9.19K 0.19% 86
2022
Q2
$414K Sell
2,315
-15
-0.6% -$2.68K 0.18% 89
2022
Q1
$519K Buy
+2,330
New +$519K 0.2% 88