Van Hulzen Asset Management’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 | $724K | Buy |
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|
2025
Q1 | $478K | Sell |
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|
2024
Q4 | $593K | Buy |
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|
2024
Q3 | $616K | Sell |
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|
2024
Q2 | $601K | Buy |
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|
2024
Q1 | $584K | Buy |
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|
2023
Q4 | $396K | Sell |
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|
2023
Q3 | $368K | Sell |
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|
2023
Q2 | $2.18M | Buy |
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|
2023
Q1 | $262K | Sell |
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|
2022
Q4 | $753K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $203K | Buy |
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|
2022
Q1 | $253K | Sell |
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|
2021
Q4 | $238K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $294K | Sell |
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|
2018
Q3 | $550K | Buy |
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|
2018
Q2 | $284K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $684K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $3.12M | Buy |
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