Sanders Morris Harris’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $847K | Hold |
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|
2025
Q2 | $689K | Hold |
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|
2025
Q1 | $585K | Hold |
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|
2024
Q4 | $648K | Hold |
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|
2024
Q3 | $694K | Hold |
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|
2024
Q2 | $591K | Hold |
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|
2024
Q1 | $650K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $485K | Hold |
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|
2023
Q2 | $437K | Hold |
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|
2023
Q1 | $406K | Hold |
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|
2022
Q4 | $425K | Hold |
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|
2022
Q3 | $292K | Hold |
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|
2022
Q2 | $318K | Hold |
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|
2022
Q1 | $395K | Buy |
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|
2021
Q4 | $325K | Hold |
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|
2021
Q3 | $302K | Sell |
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|
2021
Q2 | $351K | Buy |
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|
2021
Q1 | $319K | Hold |
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|
2020
Q4 | $250K | Hold |
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|
2020
Q3 | $205K | Sell |
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|
2020
Q2 | $233K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $406K | Buy |
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|
2019
Q3 | $224K | Sell |
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|
2019
Q2 | $491K | Buy |
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|
2019
Q1 | $406K | Hold |
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|
2018
Q4 | $381K | Buy |
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|
2018
Q3 | $323K | Sell |
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|
2018
Q2 | $298K | Sell |
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|
2018
Q1 | $337K | Buy |
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|
2017
Q4 | $331K | Hold |
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|
2017
Q3 | $262K | Hold |
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|
2017
Q2 | $226K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $229K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $259K | Buy |
|