HH
HWG Holdings’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-150
| Closed | -$49.5K | – | 58 |
|
|
2025
Q1 | $49.5K | Buy |
+150
| New | +$49.5K | 0.02% | 74 |
|
|
2024
Q3 | – | Sell |
-163
| Closed | -$54.1K | – | 61 |
|
|
2024
Q2 | $54.1K | Buy |
+163
| New | +$54.1K | 0.02% | 54 |
|
|
2023
Q4 | $47.9K | Hold |
162
| – | – | 0.02% | 62 |
|
|
2023
Q3 | $44.2K | Hold |
162
| – | – | 0.02% | 61 |
|
|
2023
Q2 | $39.9K | Buy |
162
+140
| +636% | +$34.4K | 0.02% | 66 |
|
|
2023
Q1 | $5.03K | Hold |
22
| – | – | ﹤0.01% | 84 |
|
|
2022
Q4 | $5K | Hold |
22
| – | – | ﹤0.01% | 88 |
|
|
2022
Q3 | $4K | Buy |
+22
| New | +$4K | ﹤0.01% | 87 |
|
|
2022
Q1 | $765K | Buy |
3,434
+3,422
| +28,517% | +$762K | 0.38% | 42 |
|
|
2021
Q4 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 117 |
|
|
2021
Q2 | $3K | Sell |
12
-6,004
| -100% | -$1.5M | ﹤0.01% | 112 |
|
|
2021
Q1 | $1.4M | Sell |
6,016
-230
| -4% | -$53.3K | 0.69% | 24 |
|
|
2020
Q4 | $1.14M | Buy |
+6,246
| New | +$1.14M | 0.58% | 33 |
|
|
2018
Q4 | – | Sell |
-12,828
| Closed | -$1.96M | – | 90 |
|
|
2018
Q3 | $1.96M | Buy |
+12,828
| New | +$1.96M | 1.32% | 26 |
|
|
2018
Q1 | – | Sell |
-4,072
| Closed | -$642K | – | 85 |
|
|
2017
Q4 | $642K | Buy |
+4,072
| New | +$642K | 0.54% | 39 |
|