Alpha Cubed Investments’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 | $63.4M | Buy |
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|
2025
Q1 | $45.9M | Buy |
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|
2024
Q4 | $45.4M | Buy |
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|
2024
Q3 | $45.6M | Buy |
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|
2024
Q2 | $36.8M | Sell |
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|
2024
Q1 | $41.6M | Buy |
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|
2023
Q4 | $29.1M | Buy |
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|
2023
Q3 | $24.3M | Buy |
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|
2023
Q2 | $17.5M | Buy |
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|
2023
Q1 | $1.85M | Sell |
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|
2022
Q4 | $2.31M | Sell |
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|
2022
Q3 | $1.6M | Sell |
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|
2022
Q2 | $1.98M | Sell |
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|
2022
Q1 | $2.49M | Buy |
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|
2021
Q4 | $2.3M | Sell |
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|
2021
Q3 | $2.24M | Sell |
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|
2021
Q2 | $14.5M | Sell |
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|
2021
Q1 | $15.7M | Buy |
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|
2020
Q4 | $11.3M | Sell |
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|
2020
Q3 | $10.3M | Buy |
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|
2020
Q2 | $7.21M | Sell |
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|
2020
Q1 | $7M | Buy |
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|
2019
Q4 | $1.32M | Buy |
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|
2019
Q3 | $1.09M | Sell |
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|
2019
Q2 | $1.24M | Sell |
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|
2019
Q1 | $2.65M | Sell |
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|
2018
Q4 | $2.51M | Sell |
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|
2018
Q3 | $15.8M | Buy |
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|
2018
Q2 | $14M | Buy |
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|
2018
Q1 | $1.21M | Sell |
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|
2017
Q4 | $1.32M | Sell |
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|
2017
Q3 | $1.11M | Buy |
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|
2017
Q2 | $807K | Buy |
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|
2017
Q1 | $584K | Buy |
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|
2016
Q4 | $484K | Sell |
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|
2016
Q3 | $467K | Hold |
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|
2016
Q2 | $399K | Sell |
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|
2016
Q1 | $499K | Buy |
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|
2015
Q4 | $425K | Buy |
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|
2015
Q3 | $442K | Hold |
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|
2015
Q2 | $514K | Buy |
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|
2015
Q1 | $395K | Buy |
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|
2014
Q4 | $387K | Sell |
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|
2014
Q3 | $424K | Sell |
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|
2014
Q2 | $973K | Sell |
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|
2014
Q1 | $893K | Sell |
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|
2013
Q4 | $851K | Buy |
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