HUB Investment Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Sell |
4,046
-1,211
| -23% | -$470K | 0.05% | 200 |
|
|
2025
Q1 | $1.73M | Buy |
5,257
+1,745
| +50% | +$576K | 0.07% | 173 |
|
|
2024
Q4 | $1.27M | Buy |
3,512
+167
| +5% | +$60.6K | 0.05% | 187 |
|
|
2024
Q3 | $1.31M | Sell |
3,345
-280
| -8% | -$110K | 0.06% | 178 |
|
|
2024
Q2 | $1.21M | Buy |
3,625
+933
| +35% | +$311K | 0.05% | 167 |
|
|
2024
Q1 | $986K | Buy |
2,692
+244
| +10% | +$89.4K | 0.05% | 178 |
|
|
2023
Q4 | $724K | Buy |
2,448
+1,016
| +71% | +$300K | 0.05% | 185 |
|
|
2023
Q3 | $391K | Buy |
1,432
+190
| +15% | +$51.9K | 0.06% | 160 |
|
|
2023
Q2 | $306K | Buy |
+1,242
| New | +$306K | 0.05% | 185 |
|
|
2021
Q4 | – | Sell |
-1,116
| Closed | -$214K | – | 196 |
|
|
2021
Q3 | $214K | Sell |
1,116
-395
| -26% | -$75.7K | 0.05% | 184 |
|
|
2021
Q2 | $329K | Sell |
1,511
-32
| -2% | -$6.97K | 0.09% | 146 |
|
|
2021
Q1 | $358K | Buy |
+1,543
| New | +$358K | 0.11% | 144 |
|