ALPS 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
Q2 | $5.52M | Sell |
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|
2025
Q1 | $4.99M | Sell |
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|
2024
Q4 | $5.67M | Sell |
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|
2024
Q3 | $6.15M | Sell |
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|
2024
Q2 | $9.15M | Sell |
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|
2024
Q1 | $10.1M | Buy |
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|
2023
Q4 | $8.13M | Buy |
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|
2023
Q3 | $7.48M | Buy |
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|
2023
Q2 | $2.63M | Buy |
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|
2023
Q1 | $2.19M | Sell |
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|
2022
Q4 | $2.49M | Sell |
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|
2022
Q3 | $1.75M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $502K | Sell |
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|
2021
Q4 | $812K | Sell |
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|
2021
Q3 | $19.9M | Buy |
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|
2021
Q2 | $22.1M | Buy |
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|
2021
Q1 | $23.2M | Sell |
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|
2020
Q4 | $54.1M | Buy |
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|
2020
Q3 | $44.3M | Sell |
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|
2020
Q2 | $50M | Hold |
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|
2020
Q1 | $45.8M | Sell |
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|
2019
Q4 | $58.7M | Sell |
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|
2019
Q3 | $63.3M | Sell |
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|
2019
Q2 | $68.4M | Sell |
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|
2019
Q1 | $68M | Sell |
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|
2018
Q4 | $63.8M | Sell |
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|
2018
Q3 | $76.6M | Sell |
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|
2018
Q2 | $68.5M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $48.4M | Sell |
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|
2017
Q2 | $47.8M | Sell |
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|
2017
Q1 | $47.3M | Buy |
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|
2016
Q4 | $36.7M | Buy |
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|
2016
Q3 | $33.9M | Buy |
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|
2016
Q2 | $26.2M | Buy |
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|
2016
Q1 | $23M | Buy |
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|
2015
Q4 | $20.3M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $528K | Buy |
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|
2013
Q3 | $241K | Buy |
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