HWG Holdings’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $49.5K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $54.1K | Buy |
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|
2023
Q4 | $47.9K | Hold |
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|
2023
Q3 | $44.2K | Hold |
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|
2023
Q2 | $39.9K | Buy |
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|
2023
Q1 | $5.03K | Hold |
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|
2022
Q4 | $5K | Hold |
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|
2022
Q3 | $4K | Buy |
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|
2022
Q1 | $765K | Buy |
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|
2021
Q4 | $2K | Buy |
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|
2021
Q2 | $3K | Sell |
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|
2021
Q1 | $1.4M | Sell |
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|
2020
Q4 | $1.14M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.96M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $642K | Buy |
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