Adell Harriman & Carpenter’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 | $801K | Sell |
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|
2025
Q1 | $695K | Sell |
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|
2024
Q4 | $818K | Buy |
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|
2024
Q3 | $872K | Buy |
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|
2024
Q2 | $661K | Sell |
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|
2024
Q1 | $960K | Sell |
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|
2023
Q4 | $860K | Sell |
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|
2023
Q3 | $849K | Sell |
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|
2023
Q2 | $998K | Buy |
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|
2023
Q1 | $895K | Sell |
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|
2022
Q4 | $1.75M | Sell |
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|
2022
Q3 | $1.52M | Sell |
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|
2022
Q2 | $1.76M | Buy |
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|
2022
Q1 | $2.15M | Buy |
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|
2021
Q4 | $1.91M | Buy |
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|
2021
Q3 | $1.74M | Buy |
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|
2021
Q2 | $1.55M | Buy |
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|
2021
Q1 | $1.58M | Buy |
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|
2020
Q4 | $228K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $405K | Sell |
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|
2015
Q2 | $1M | Buy |
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|
2015
Q1 | $835K | Sell |
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|
2014
Q4 | $1.61M | Buy |
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|
2014
Q3 | $1.81M | Hold |
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|
2014
Q2 | $1.81M | Buy |
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|
2014
Q1 | $1.56M | Buy |
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|
2013
Q4 | $969K | Sell |
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|
2013
Q3 | $1.63M | Sell |
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|
2013
Q2 | $1.75M | Buy |
|