Van Hulzen Asset Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $724K | Buy |
1,864
+415
| +29% | +$161K | 0.06% | 180 |
|
|
2025
Q1 | $478K | Sell |
1,449
-185
| -11% | -$61K | 0.04% | 211 |
|
|
2024
Q4 | $593K | Buy |
1,634
+58
| +4% | +$21K | 0.04% | 206 |
|
|
2024
Q3 | $616K | Sell |
1,576
-227
| -13% | -$88.7K | 0.04% | 198 |
|
|
2024
Q2 | $601K | Buy |
1,803
+210
| +13% | +$70K | 0.04% | 189 |
|
|
2024
Q1 | $584K | Buy |
1,593
+254
| +19% | +$93.1K | 0.04% | 214 |
|
|
2023
Q4 | $396K | Sell |
1,339
-8
| -0.6% | -$2.37K | 0.03% | 241 |
|
|
2023
Q3 | $368K | Sell |
1,347
-7,498
| -85% | -$2.05M | 0.03% | 233 |
|
|
2023
Q2 | $2.18M | Buy |
8,845
+7,702
| +674% | +$1.89M | 0.19% | 88 |
|
|
2023
Q1 | $262K | Sell |
1,143
-1,999
| -64% | -$458K | 0.02% | 247 |
|
|
2022
Q4 | $753K | Buy |
+3,142
| New | +$753K | 0.09% | 142 |
|
|
2022
Q3 | – | Sell |
-1,137
| Closed | -$203K | – | 284 |
|
|
2022
Q2 | $203K | Buy |
1,137
+2
| +0.2% | +$357 | 0.02% | 273 |
|
|
2022
Q1 | $253K | Sell |
1,135
-17
| -1% | -$3.79K | 0.03% | 255 |
|
|
2021
Q4 | $238K | Buy |
+1,152
| New | +$238K | 0.03% | 267 |
|
|
2019
Q1 | – | Sell |
-2,317
| Closed | -$294K | – | 238 |
|
|
2018
Q4 | $294K | Sell |
2,317
-1,293
| -36% | -$164K | 0.09% | 167 |
|
|
2018
Q3 | $550K | Buy |
3,610
+1,520
| +73% | +$232K | 0.15% | 114 |
|
|
2018
Q2 | $284K | Buy |
+2,090
| New | +$284K | 0.08% | 155 |
|
|
2018
Q1 | – | Sell |
-4,340
| Closed | -$684K | – | 210 |
|
|
2017
Q4 | $684K | Buy |
+4,340
| New | +$684K | 0.21% | 100 |
|
|
2017
Q1 | – | Sell |
-33,604
| Closed | -$3.12M | – | 128 |
|
|
2016
Q4 | $3.12M | Buy |
+33,604
| New | +$3.12M | 1.44% | 22 |
|