1620 Investment Advisors’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 | $42.9K | Sell |
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|
2025
Q2 | $35.7K | Sell |
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|
2025
Q1 | $311K | Sell |
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|
2024
Q4 | $347K | Buy |
|
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|
2024
Q3 | $367K | Buy |
|
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|
2024
Q2 | $309K | Hold |
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|
2024
Q1 | $340K | Buy |
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|
2023
Q4 | $248K | Sell |
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|
2023
Q3 | $512K | Sell |
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|
2023
Q2 | $464K | Sell |
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|
2023
Q1 | $441K | Buy |
|