Advisory Alpha’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 | $2.69M | Buy |
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|
2025
Q2 | $2.05M | Buy |
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|
2025
Q1 | $1.67M | Buy |
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|
2024
Q4 | $1.81M | Buy |
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|
2024
Q3 | $1.89M | Buy |
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|
2024
Q2 | $1.36M | Buy |
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|
2024
Q1 | $1.28M | Sell |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.32M | Buy |
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|
2023
Q1 | $945K | Buy |
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|
2022
Q4 | $988K | Sell |
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|
2022
Q3 | $684K | Buy |
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|
2022
Q2 | $609K | Sell |
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|
2022
Q1 | $766K | Buy |
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|
2021
Q4 | $685K | Buy |
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|
2021
Q3 | $344K | Sell |
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|
2021
Q2 | $399K | Hold |
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|
2021
Q1 | $425K | Sell |
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|
2020
Q4 | $346K | Sell |
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|
2020
Q3 | $296K | Buy |
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|
2020
Q2 | $257K | Buy |
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|
2020
Q1 | $160K | Buy |
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|
2019
Q4 | $196K | Sell |
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|
2019
Q3 | $189K | Sell |
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|
2019
Q2 | $282K | Buy |
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|
2019
Q1 | $250K | Buy |
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|
2018
Q4 | $229K | Buy |
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