Alesco 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
Q3 | $484K | Hold |
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|
2025
Q2 | $394K | Sell |
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|
2025
Q1 | $367K | Sell |
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|
2024
Q4 | $409K | Hold |
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|
2024
Q3 | $441K | Hold |
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|
2024
Q2 | $375K | Buy |
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|
2024
Q1 | $403K | Hold |
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|
2023
Q4 | $325K | Buy |
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|
2023
Q3 | $273K | Sell |
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|
2023
Q2 | $258K | Sell |
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|
2023
Q1 | $282K | Sell |
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|
2022
Q4 | $334K | Buy |
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|
2022
Q3 | $227K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $242K | Hold |
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|
2021
Q4 | $224K | Hold |
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|
2021
Q3 | $208K | Hold |
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|
2021
Q2 | $236K | Hold |
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|
2021
Q1 | $251K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $224K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $231K | Hold |
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|
2017
Q4 | $247K | Sell |
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|
2017
Q3 | $213K | Buy |
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