Accredited Investors’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 | $857K | Buy |
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|
2025
Q2 | $666K | Sell |
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|
2025
Q1 | $755K | Buy |
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|
2024
Q4 | $829K | Sell |
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|
2024
Q3 | $910K | Sell |
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|
2024
Q2 | $781K | Sell |
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|
2024
Q1 | $1.04M | Sell |
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|
2023
Q4 | $854K | Buy |
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|
2023
Q3 | $647K | Buy |
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|
2023
Q2 | $543K | Buy |
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|
2023
Q1 | $505K | Sell |
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|
2022
Q4 | $558K | Buy |
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|
2022
Q3 | $372K | Buy |
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|
2022
Q2 | $384K | Sell |
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|
2022
Q1 | $480K | Buy |
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|
2021
Q4 | $389K | Buy |
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|
2021
Q3 | $360K | Buy |
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|
2021
Q2 | $292K | Buy |
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|
2021
Q1 | $289K | Sell |
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|
2020
Q4 | $348K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $226K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $268K | Sell |
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|
2016
Q2 | $265K | Buy |
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|
2016
Q1 | $218K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $243K | Buy |
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|
2015
Q1 | $229K | Buy |
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|
2014
Q4 | $262K | Sell |
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|
2014
Q3 | $382K | Buy |
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|
2014
Q2 | $332K | Buy |
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|
2014
Q1 | $302K | Buy |
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|
2013
Q4 | $275K | Buy |
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|
2013
Q3 | $253K | Buy |
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|
2013
Q2 | $250K | Buy |
|