LJHT
CAT icon

Laurie J. Hall Trustee’s Caterpillar CAT Stock Holding History

Laurie J. Hall Trustee’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$739K Sell
1,903
-830
-30% -$322K 0.24% 67
2025
Q1 		$901K Sell
2,733
-47
-2% -$15.5K 0.32% 64
2024
Q4 		$1.01M Sell
2,780
-500
-15% -$181K 0.33% 64
2024
Q3 		$1.28M Buy
3,280
+2,000
+156% +$782K 0.41% 60
2024
Q2 		$426K Hold
1,280
– – 0.15% 82
2024
Q1 		$469K Hold
1,280
– – 0.17% 76
2023
Q4 		$378K Sell
1,280
-50
-4% -$14.8K 0.14% 83
2023
Q3 		$363K Hold
1,330
– – 0.15% 78
2023
Q2 		$327K Hold
1,330
– – 0.13% 83
2023
Q1 		$305K Hold
1,330
– – 0.13% 86
2022
Q4 		$319K Hold
1,330
– – 0.14% 85
2022
Q3 		$218K Hold
1,330
– – 0.11% 94
2022
Q2 		$237K Sell
1,330
-25
-2% -$4.46K 0.11% 94
2022
Q1 		$302K Hold
1,355
– – 0.12% 92
2021
Q4 		$280K Hold
1,355
– – 0.1% 98
2021
Q3 		$260K Hold
1,355
– – 0.1% 94
2021
Q2 		$295K Sell
1,355
-50
-4% -$10.9K 0.11% 94
2021
Q1 		$326K Hold
1,405
– – 0.13% 91
2020
Q4 		$256K Hold
1,405
– – 0.1% 100
2020
Q3 		$209K Buy
+1,405
New +$209K 0.09% 104
2019
Q4 		$220K Hold
1,490
– – 0.1% 101
2019
Q3 		$189K Hold
1,490
– – 0.1% 110
2019
Q2 		$203K Hold
1,490
– – 0.11% 108
2019
Q1 		$202K Hold
1,490
– – 0.11% 106
2018
Q4 		$197K Hold
1,490
– – 0.11% 104
2018
Q3 		$227K Hold
1,490
– – 0.12% 101
2018
Q2 		$202K Hold
1,490
– – 0.12% 103
2018
Q1 		$220K Sell
1,490
-100
-6% -$14.8K 0.13% 90
2017
Q4 		$251K Hold
1,590
– – 0.14% 90
2017
Q3 		$198K Hold
1,590
– – 0.12% 91
2017
Q2 		$171K Sell
1,590
-150
-9% -$16.1K 0.11% 98
2017
Q1 		$164K Hold
1,740
– – 0.1% 101
2016
Q4 		$162K Buy
+1,740
New +$162K 0.1% 103
2016
Q2 		$143K Hold
1,840
– – 0.09% 110
2016
Q1 		$144K Hold
1,840
– – 0.09% 109
2015
Q4 		$120K Buy
+1,840
New +$120K 0.09% 109