Addison 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
Q2 | $928K | Buy |
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|
2025
Q1 | $725K | Buy |
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|
2024
Q4 | $792K | Sell |
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|
2024
Q3 | $856K | Buy |
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|
2024
Q2 | $716K | Buy |
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|
2024
Q1 | $775K | Buy |
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|
2023
Q4 | $607K | Buy |
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|
2023
Q3 | $435K | Buy |
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|
2023
Q2 | $378K | Sell |
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|
2023
Q1 | $358K | Sell |
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|
2022
Q4 | $397K | Buy |
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|
2022
Q3 | $265K | Buy |
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|
2022
Q2 | $282K | Buy |
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|
2022
Q1 | $348K | Buy |
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|
2021
Q4 | $303K | Buy |
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|
2021
Q3 | $154K | Buy |
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|
2021
Q2 | $174K | Buy |
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|
2020
Q4 | $145K | Buy |
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