Abbot Financial 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
Q3 | $453K | Hold |
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|
2025
Q2 | $369K | Hold |
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|
2025
Q1 | $313K | Hold |
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|
2024
Q4 | $345K | Hold |
|
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|
2024
Q3 | $372K | Hold |
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|
2024
Q2 | $316K | Hold |
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|
2024
Q1 | $348K | Hold |
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|
2023
Q4 | $281K | Hold |
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|
2023
Q3 | $259K | Hold |
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|
2023
Q2 | $234K | Hold |
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|
2023
Q1 | $217K | Hold |
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|
2022
Q4 | $228K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $212K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $207K | Hold |
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|
2021
Q1 | $220K | Buy |
|