HA
HYA Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $878K | Sell |
4,913
-101
| -2% | -$18.1K | 0.34% | 54 |
|
|
2022
Q1 | $1.12M | Buy |
5,014
+19
| +0.4% | +$4.23K | 0.39% | 47 |
|
|
2021
Q4 | $1.03M | Sell |
4,995
-4
| -0.1% | -$827 | 0.37% | 47 |
|
|
2021
Q3 | $964K | Buy |
4,999
+128
| +3% | +$24.7K | 0.39% | 48 |
|
|
2021
Q2 | $1.06M | Sell |
4,871
-217
| -4% | -$47.2K | 0.44% | 40 |
|
|
2021
Q1 | $1.18M | Buy |
5,088
+20
| +0.4% | +$4.64K | 0.56% | 38 |
|
|
2020
Q4 | $922K | Buy |
5,068
+384
| +8% | +$69.9K | 0.49% | 41 |
|
|
2020
Q3 | $699K | Buy |
4,684
+378
| +9% | +$56.4K | 0.42% | 45 |
|
|
2020
Q2 | $545K | Buy |
4,306
+154
| +4% | +$19.5K | 0.36% | 51 |
|
|
2020
Q1 | $482K | Sell |
4,152
-148
| -3% | -$17.2K | 0.4% | 48 |
|
|
2019
Q4 | $635K | Buy |
+4,300
| New | +$635K | 0.41% | 47 |
|