Almanack Investment Partners’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
$452K Sell
2025
Q2
$2.22M Buy
2022
Q4
Sell
2022
Q3
$81K Sell
2022
Q2
$282K Sell
2022
Q1
$374K Sell
2021
Q4
$416K Sell
2021
Q3
$387K Sell
2021
Q2
$443K Sell
2021
Q1
$705K Buy
2020
Q4
$525K Sell
2020
Q3
$770K Buy
2020
Q1
Sell
2019
Q4
$223K Buy
2019
Q3
Sell
2019
Q2
$205K Hold
2019
Q1
$204K Buy
2018
Q4
$191K Sell
2018
Q3
$218K Buy