Allegheny Financial 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
Q3 | $3.01M | Buy |
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|
2025
Q2 | $2.01M | Buy |
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|
2025
Q1 | $1.31M | Buy |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $1.34M | Sell |
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|
2024
Q2 | $1.14M | Buy |
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|
2024
Q1 | $1.21M | Buy |
|
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|
2023
Q4 | $844K | Buy |
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|
2023
Q3 | $778K | Buy |
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|
2023
Q2 | $594K | Sell |
|
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|
2023
Q1 | $594K | Buy |
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|
2022
Q4 | $621K | Sell |
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|
2022
Q3 | $427K | Buy |
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|
2022
Q2 | $465K | Buy |
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|
2022
Q1 | $421K | Buy |
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|
2021
Q4 | $376K | Buy |
|