Nicholas Hoffman & Company’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 | $5.18M | Buy |
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|
2025
Q1 | $4.03M | Buy |
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|
2024
Q4 | $4.1M | Sell |
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|
2024
Q3 | $4.48M | Buy |
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|
2024
Q2 | $3.74M | Buy |
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|
2024
Q1 | $3.92M | Sell |
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|
2023
Q4 | $3.4M | Buy |
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|
2023
Q3 | $3.14M | Buy |
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|
2023
Q2 | $2.81M | Sell |
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|
2023
Q1 | $2.66M | Buy |
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|
2022
Q4 | $2.77M | Buy |
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|
2022
Q3 | $1.9M | Buy |
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|
2022
Q2 | $1.92M | Buy |
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|
2022
Q1 | $2.13M | Sell |
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|
2021
Q4 | $2M | Buy |
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|
2021
Q3 | $1.81M | Sell |
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|
2021
Q2 | $2.2M | Buy |
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|
2021
Q1 | $2.16M | Buy |
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|
2020
Q4 | $1.68M | Sell |
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|
2020
Q3 | $1.44M | Buy |
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|
2020
Q2 | $1.17M | Sell |
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|
2020
Q1 | $1.51M | Buy |
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|
2019
Q4 | $1.87M | Sell |
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|
2019
Q3 | $1.74M | Sell |
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|
2019
Q2 | $1.87M | Sell |
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|
2019
Q1 | $1.88M | Buy |
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|
2018
Q4 | $1.65M | Buy |
|
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|
2018
Q3 | $1.07M | Sell |
|
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|
2018
Q2 | $1.36M | Buy |
|
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|
2018
Q1 | $1.47M | Buy |
|
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|
2017
Q4 | $1.52M | Sell |
|
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|
2017
Q3 | $1.33M | Buy |
|
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|
2017
Q2 | $1.02M | Sell |
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|
2017
Q1 | $920K | Sell |
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|
2016
Q4 | $1.03M | Sell |
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|
2016
Q3 | $981K | Buy |
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|
2016
Q2 | $796K | Buy |
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