Advisors Management Group’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 | $2.12M | Sell |
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|
2025
Q1 | $1.8M | Sell |
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|
2024
Q4 | $2.01M | Sell |
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|
2024
Q3 | $2.19M | Sell |
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|
2024
Q2 | $1.89M | Buy |
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|
2024
Q1 | $2.03M | Sell |
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|
2023
Q4 | $1.66M | Buy |
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|
2023
Q3 | $1.41M | Sell |
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|
2023
Q2 | $1.28M | Buy |
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|
2023
Q1 | $540K | Hold |
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|
2022
Q4 | $566K | Hold |
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|
2022
Q3 | $387K | Buy |
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|
2022
Q2 | $418K | Buy |
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|
2022
Q1 | $507K | Buy |
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|
2021
Q4 | $446K | Hold |
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|
2021
Q3 | $414K | Buy |
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|
2021
Q2 | $468K | Sell |
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|
2021
Q1 | $500K | Sell |
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|
2020
Q4 | $432K | Hold |
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|
2020
Q3 | $354K | Buy |
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|
2020
Q2 | $300K | Sell |
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|
2020
Q1 | $278K | Buy |
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|
2019
Q4 | $298K | Hold |
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|
2019
Q3 | $255K | Hold |
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|
2019
Q2 | $275K | Hold |
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|
2019
Q1 | $273K | Buy |
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|
2018
Q4 | $218K | Sell |
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|
2018
Q3 | $278K | Hold |
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|
2018
Q2 | $247K | Hold |
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|
2018
Q1 | $264K | Sell |
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|
2017
Q4 | $292K | Hold |
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|
2017
Q3 | $231K | Buy |
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