HBS
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Howard Bailey Securities’s Caterpillar CAT Stock Holding History

Howard Bailey Securities’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$280K Buy
721
+10
+1% +$3.88K 0.11% 114
2025
Q1 		$234K Sell
711
-17
-2% -$5.61K 0.09% 130
2024
Q4 		$264K Buy
+728
New +$264K 0.1% 137