Sanders Morris Harris’s Caterpillar CAT Stock Holding History

Sanders Morris Harris’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	$689K	Hold	1,775	–	–	0.16%	56
2025 Q1	$585K	Hold	1,775	–	–	0.09%	142
2024 Q4	$648K	Hold	1,775	–	–	0.1%	145
2024 Q3	$694K	Hold	1,775	–	–	0.12%	125
2024 Q2	$591K	Hold	1,775	–	–	0.1%	140
2024 Q1	$650K	Buy	+1,775	New	+$650K	0.12%	133
2023 Q4	–	Sell	-1,775	Closed	-$485K	–	177
2023 Q3	$485K	Hold	1,775	–	–	0.1%	154
2023 Q2	$437K	Hold	1,775	–	–	0.1%	157
2023 Q1	$406K	Hold	1,775	–	–	0.14%	71
2022 Q4	$425K	Hold	1,775	–	–	0.16%	126
2022 Q3	$292K	Hold	1,775	–	–	0.07%	201
2022 Q2	$318K	Hold	1,775	–	–	0.07%	198
2022 Q1	$395K	Buy	1,775 +200	+13%	+$44.5K	0.08%	196
2021 Q4	$325K	Hold	1,575	–	–	0.06%	228
2021 Q3	$302K	Sell	1,575 -35	-2%	-$6.71K	0.06%	237
2021 Q2	$351K	Buy	1,610 +235	+17%	+$51.2K	0.07%	228
2021 Q1	$319K	Hold	1,375	–	–	0.07%	217
2020 Q4	$250K	Hold	1,375	–	–	0.06%	234
2020 Q3	$205K	Sell	1,375 -470	-25%	-$70.1K	0.06%	233
2020 Q2	$233K	Buy	+1,845	New	+$233K	0.11%	101
2020 Q1	–	Sell	-3,000	Closed	-$406K	–	174
2019 Q4	$406K	Buy	3,000 +1,225	+69%	+$166K	0.09%	184
2019 Q3	$224K	Sell	1,775 -1,825	-51%	-$230K	0.05%	242
2019 Q2	$491K	Buy	3,600 +600	+20%	+$81.8K	0.13%	148
2019 Q1	$406K	Hold	3,000	–	–	0.2%	68
2018 Q4	$381K	Buy	3,000 +880	+42%	+$112K	0.21%	67
2018 Q3	$323K	Sell	2,120 -80	-4%	-$12.2K	0.15%	96
2018 Q2	$298K	Sell	2,200 -88	-4%	-$11.9K	0.14%	98
2018 Q1	$337K	Buy	2,288 +188	+9%	+$27.7K	0.14%	95
2017 Q4	$331K	Hold	2,100	–	–	0.14%	81
2017 Q3	$262K	Hold	2,100	–	–	0.11%	103
2017 Q2	$226K	Buy	+2,100	New	+$226K	0.09%	104
2016 Q4	–	Sell	-2,350	Closed	-$229K	–	133
2016 Q3	$229K	Buy	+2,350	New	+$229K	0.07%	128
2016 Q2	–	Sell	-3,517	Closed	-$259K	–	254
2016 Q1	$259K	Buy	+3,517	New	+$259K	0.04%	256