HIA
HTG Investment Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Hold |
900
| – | – | 0.13% | 51 |
|
|
2025
Q1 | $297K | Hold |
900
| – | – | 0.12% | 54 |
|
|
2024
Q4 | $327K | Hold |
900
| – | – | 0.15% | 52 |
|
|
2024
Q3 | $352K | Hold |
900
| – | – | 0.17% | 49 |
|
|
2024
Q2 | $300K | Sell |
900
-14
| -2% | -$4.67K | 0.16% | 49 |
|
|
2024
Q1 | $335K | Hold |
914
| – | – | 0.19% | 48 |
|
|
2023
Q4 | $270K | Buy |
914
+4
| +0.4% | +$1.18K | 0.18% | 51 |
|
|
2023
Q3 | $248K | Sell |
910
-15
| -2% | -$4.1K | 0.2% | 47 |
|
|
2023
Q2 | $228K | Buy |
925
+50
| +6% | +$12.3K | 0.19% | 50 |
|
|
2023
Q1 | $200K | Sell |
875
-31
| -3% | -$7.09K | 0.18% | 51 |
|
|
2022
Q4 | $217K | Buy |
+906
| New | +$217K | 0.22% | 49 |
|