Alan B. Lancz & Associates’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 | $446K | Hold |
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|
2025
Q1 | $379K | Hold |
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|
2024
Q4 | $417K | Hold |
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|
2024
Q3 | $450K | Sell |
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|
2024
Q2 | $450K | Buy |
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|
2023
Q4 | $429K | Sell |
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|
2023
Q3 | $484K | Hold |
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|
2023
Q2 | $436K | Hold |
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|
2023
Q1 | $406K | Hold |
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|
2022
Q4 | $458K | Hold |
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|
2022
Q3 | $291K | Hold |
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|
2022
Q2 | $351K | Sell |
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|
2022
Q1 | $555K | Buy |
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|
2021
Q4 | $474K | Buy |
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