Hunter Associates Investment Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $894K | Buy |
2,301
+1
| +0% | +$389 | 0.13% | 135 |
|
|
2025
Q1 | $759K | Sell |
2,300
-5
| -0.2% | -$1.65K | 0.12% | 148 |
|
|
2024
Q4 | $838K | Hold |
2,305
| – | – | 0.13% | 141 |
|
|
2024
Q3 | $901K | Sell |
2,305
-123
| -5% | -$48.1K | 0.14% | 141 |
|
|
2024
Q2 | $811K | Buy |
2,428
+1
| +0% | +$334 | 0.14% | 140 |
|
|
2024
Q1 | $887K | Buy |
2,427
+1
| +0% | +$365 | 0.15% | 132 |
|
|
2023
Q4 | $720K | Sell |
2,426
-1
| -0% | -$297 | 0.13% | 142 |
|
|
2023
Q3 | $662K | Hold |
2,427
| – | – | 0.13% | 137 |
|
|
2023
Q2 | $596K | Buy |
2,427
+27
| +1% | +$6.63K | 0.12% | 154 |
|
|
2023
Q1 | $549K | Buy |
2,400
+1
| +0% | +$229 | 0.12% | 144 |
|
|
2022
Q4 | $575K | Buy |
2,399
+1
| +0% | +$240 | 0.14% | 125 |
|
|
2022
Q3 | $394K | Buy |
2,398
+321
| +15% | +$52.7K | 0.1% | 147 |
|
|
2022
Q2 | $371K | Buy |
+2,077
| New | +$371K | 0.09% | 156 |
|
|
2021
Q2 | – | Sell |
-1,904
| Closed | -$441K | – | 146 |
|
|
2021
Q1 | $441K | Hold |
1,904
| – | – | 0.1% | 138 |
|
|
2020
Q4 | $347K | Buy |
+1,904
| New | +$347K | 0.09% | 141 |
|