1834 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 | $429K | Hold |
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|
2025
Q2 | $349K | Hold |
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|
2025
Q1 | $297K | Sell |
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|
2024
Q4 | $381K | Hold |
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|
2024
Q3 | $410K | Hold |
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|
2024
Q2 | $349K | Sell |
|
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|
2024
Q1 | $425K | Hold |
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|
2023
Q4 | $343K | Sell |
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|
2023
Q3 | $443K | Sell |
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|
2023
Q2 | $417K | Sell |
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|
2023
Q1 | $589K | Buy |
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|
2022
Q4 | $304K | Hold |
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|
2022
Q3 | $208K | Sell |
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|
2022
Q2 | $262K | Buy |
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|
2022
Q1 | $309K | Hold |
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|
2021
Q4 | $287K | Sell |
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|
2021
Q3 | $270K | Hold |
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|
2021
Q2 | $307K | Sell |
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|
2021
Q1 | $385K | Sell |
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|
2020
Q4 | $369K | Sell |
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|
2020
Q3 | $324K | Sell |
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|
2020
Q2 | $344K | Sell |
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|
2020
Q1 | $345K | Sell |
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|
2019
Q4 | $446K | Sell |
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|
2019
Q3 | $486K | Sell |
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|
2019
Q2 | $613K | Sell |
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|
2019
Q1 | $665K | Sell |
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|
2018
Q4 | $690K | Sell |
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|
2018
Q3 | $872K | Sell |
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|
2018
Q2 | $829K | Sell |
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|
2018
Q1 | $1.34M | Sell |
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|
2017
Q4 | $1.51M | Sell |
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|
2017
Q3 | $1.23M | Sell |
|
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|
2017
Q2 | $1.08M | Sell |
|
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|
2017
Q1 | $939K | Sell |
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|
2016
Q4 | $989K | Sell |
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|
2016
Q3 | $1M | Buy |
|
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|
2016
Q2 | $832K | Sell |
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|
2016
Q1 | $851K | Sell |
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|
2015
Q4 | $759K | Sell |
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|
2015
Q3 | $948K | Buy |
|
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|
2015
Q2 | $1.16M | Buy |
|
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|
2015
Q1 | $1.06M | Buy |
|
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|
2014
Q4 | $974K | Buy |
|
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|
2014
Q3 | $1.03M | Buy |
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|
2014
Q2 | $1.12M | Buy |
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|
2014
Q1 | $933K | Sell |
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|
2013
Q4 | $909K | Sell |
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|
2013
Q3 | $4.07M | Buy |
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|
2013
Q2 | $3.9M | Buy |
|