HCM
Hutchinson Capital Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Sell |
1,016
-1
| -0.1% | -$388 | 0.07% | 68 |
|
|
2025
Q1 | $335K | Hold |
1,017
| – | – | 0.06% | 72 |
|
|
2024
Q4 | $369K | Hold |
1,017
| – | – | 0.07% | 71 |
|
|
2024
Q3 | $398K | Hold |
1,017
| – | – | 0.08% | 69 |
|
|
2024
Q2 | $339K | Sell |
1,017
-4
| -0.4% | -$1.33K | 0.07% | 70 |
|
|
2024
Q1 | $374K | Buy |
1,021
+4
| +0.4% | +$1.47K | 0.08% | 62 |
|
|
2023
Q4 | $301K | Sell |
1,017
-182
| -15% | -$53.8K | 0.07% | 70 |
|
|
2023
Q3 | $327K | Sell |
1,199
-4
| -0.3% | -$1.09K | 0.08% | 66 |
|
|
2023
Q2 | $296K | Buy |
1,203
+1
| +0.1% | +$246 | 0.07% | 68 |
|
|
2023
Q1 | $275K | Buy |
1,202
+7
| +0.6% | +$1.6K | 0.07% | 63 |
|
|
2022
Q4 | $286K | Sell |
1,195
-501
| -30% | -$120K | 0.07% | 63 |
|
|
2022
Q3 | $278K | Sell |
1,696
-30
| -2% | -$4.92K | 0.08% | 65 |
|
|
2022
Q2 | $309K | Hold |
1,726
| – | – | 0.08% | 65 |
|
|
2022
Q1 | $385K | Buy |
1,726
+10
| +0.6% | +$2.23K | 0.09% | 58 |
|
|
2021
Q4 | $355K | Buy |
1,716
+8
| +0.5% | +$1.66K | 0.08% | 60 |
|
|
2021
Q3 | $328K | Hold |
1,708
| – | – | 0.08% | 57 |
|
|
2021
Q2 | $372K | Buy |
1,708
+40
| +2% | +$8.71K | 0.09% | 54 |
|
|
2021
Q1 | $387K | Hold |
1,668
| – | – | 0.1% | 53 |
|
|
2020
Q4 | $304K | Sell |
1,668
-133
| -7% | -$24.2K | 0.08% | 60 |
|
|
2020
Q3 | $269K | Hold |
1,801
| – | – | 0.08% | 60 |
|
|
2020
Q2 | $228K | Buy |
1,801
+34
| +2% | +$4.3K | 0.07% | 61 |
|
|
2020
Q1 | $205K | Buy |
1,767
+266
| +18% | +$30.9K | 0.07% | 62 |
|
|
2019
Q4 | $222K | Buy |
+1,501
| New | +$222K | 0.06% | 65 |
|
|
2019
Q3 | – | Sell |
-1,570
| Closed | -$214K | – | 69 |
|
|
2019
Q2 | $214K | Sell |
1,570
-50
| -3% | -$6.82K | 0.06% | 61 |
|
|
2019
Q1 | $219K | Sell |
1,620
-50
| -3% | -$6.76K | 0.07% | 55 |
|
|
2018
Q4 | $212K | Buy |
+1,670
| New | +$212K | 0.07% | 53 |
|
|
2015
Q2 | – | Sell |
-2,583
| Closed | -$207K | – | 55 |
|
|
2015
Q1 | $207K | Hold |
2,583
| – | – | 0.06% | 55 |
|
|
2014
Q4 | $236K | Sell |
2,583
-7
| -0.3% | -$640 | 0.07% | 59 |
|
|
2014
Q3 | $256K | Buy |
2,590
+25
| +1% | +$2.47K | 0.08% | 54 |
|
|
2014
Q2 | $279K | Hold |
2,565
| – | – | 0.08% | 52 |
|
|
2014
Q1 | $255K | Hold |
2,565
| – | – | 0.08% | 50 |
|
|
2013
Q4 | $233K | Hold |
2,565
| – | – | 0.07% | 54 |
|
|
2013
Q3 | $214K | Hold |
2,565
| – | – | 0.07% | 56 |
|
|
2013
Q2 | $212K | Buy |
+2,565
| New | +$212K | 0.07% | 54 |
|