Alpine Woods Capital Investors’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 | $392K | Hold |
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|
2025
Q2 | $319K | Hold |
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|
2025
Q1 | $271K | Hold |
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|
2024
Q4 | $298K | Hold |
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|
2024
Q3 | $326K | Hold |
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|
2024
Q2 | $273K | Hold |
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|
2024
Q1 | $275K | Hold |
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|
2023
Q4 | $243K | Hold |
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|
2023
Q3 | $224K | Hold |
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|
2023
Q2 | $202K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $205K | Sell |
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|
2020
Q1 | $269K | Hold |
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|
2019
Q4 | $343K | Sell |
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|
2019
Q3 | $382K | Hold |
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|
2019
Q2 | $412K | Buy |
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|
2019
Q1 | $352K | Sell |
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|
2018
Q4 | $369K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $1.17K | Sell |
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|
2014
Q1 | $1.17M | Hold |
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|
2013
Q4 | $1.07M | Hold |
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|
2013
Q3 | $984K | Hold |
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|
2013
Q2 | $973K | Buy |
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