HKIMG
Hutchens & Kramer Investment Management Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Sell |
918
-10
| -1% | -$3.91K | 0.16% | 94 |
|
|
2025
Q1 | $306K | Sell |
928
-45
| -5% | -$14.8K | 0.17% | 102 |
|
|
2024
Q4 | $353K | Sell |
973
-142
| -13% | -$51.5K | 0.19% | 91 |
|
|
2024
Q3 | $438K | Buy |
1,115
+104
| +10% | +$40.8K | 0.24% | 74 |
|
|
2024
Q2 | $333K | Sell |
1,011
-44
| -4% | -$14.5K | 0.18% | 90 |
|
|
2024
Q1 | $384K | Buy |
1,055
+194
| +23% | +$70.6K | 0.23% | 74 |
|
|
2023
Q4 | $255K | Buy |
+861
| New | +$255K | 0.18% | 100 |
|