MHR
Matthew Hamilton Rosenberg’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $602K | Buy |
1,551
+139
| +10% | +$54K | 0.14% | 69 |
|
|
2025
Q1 | $466K | Buy |
1,412
+54
| +4% | +$17.8K | 0.12% | 83 |
|
|
2024
Q4 | $493K | Buy |
1,358
+176
| +15% | +$63.8K | 0.13% | 75 |
|
|
2024
Q3 | $462K | Buy |
1,182
+25
| +2% | +$9.78K | 0.12% | 80 |
|
|
2024
Q2 | $381K | Sell |
1,157
-50
| -4% | -$16.5K | 0.11% | 88 |
|
|
2024
Q1 | $439K | Sell |
1,207
-177
| -13% | -$64.4K | 0.13% | 81 |
|
|
2023
Q4 | $409K | Buy |
1,384
+23
| +2% | +$6.8K | 0.13% | 84 |
|
|
2023
Q3 | $372K | Hold |
1,361
| – | – | 0.12% | 84 |
|
|
2023
Q2 | $335K | Sell |
1,361
-124
| -8% | -$30.5K | 0.11% | 100 |
|
|
2023
Q1 | $340K | Buy |
1,485
+60
| +4% | +$13.7K | 0.11% | 110 |
|
|
2022
Q4 | $341K | Hold |
1,425
| – | – | 0.12% | 108 |
|
|
2022
Q3 | $234K | Buy |
1,425
+63
| +5% | +$10.3K | 0.09% | 135 |
|
|
2022
Q2 | $243K | Buy |
1,362
+10
| +0.7% | +$1.78K | 0.09% | 137 |
|
|
2022
Q1 | $301K | Buy |
1,352
+78
| +6% | +$17.4K | 0.11% | 115 |
|
|
2021
Q4 | $263K | Buy |
1,274
+40
| +3% | +$8.26K | 0.09% | 138 |
|
|
2021
Q3 | $237K | Buy |
1,234
+125
| +11% | +$24K | 0.09% | 143 |
|
|
2021
Q2 | $241K | Buy |
1,109
+120
| +12% | +$26.1K | 0.13% | 105 |
|
|
2021
Q1 | $229K | Buy |
989
+290
| +41% | +$67.1K | 0.13% | 103 |
|
|
2020
Q4 | $127K | Buy |
699
+114
| +19% | +$20.7K | 0.08% | 184 |
|
|
2020
Q3 | $87K | Hold |
585
| – | – | 0.06% | 229 |
|
|
2020
Q2 | $74K | Sell |
585
-85
| -13% | -$10.8K | 0.06% | 246 |
|
|
2020
Q1 | $78K | Buy |
+670
| New | +$78K | 0.08% | 172 |
|