Alta Advisers’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 | $928K | Hold |
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|
2025
Q1 | $789K | Buy |
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|
2024
Q4 | $577K | Buy |
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|
2024
Q3 | $548K | Hold |
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|
2024
Q2 | $466K | Hold |
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|
2024
Q1 | $513K | Hold |
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|
2023
Q4 | $414K | Hold |
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|
2023
Q3 | $382K | Hold |
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|
2023
Q2 | $344K | Hold |
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|
2023
Q1 | $320K | Hold |
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|
2022
Q4 | $335K | Hold |
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|
2022
Q3 | $230K | Buy |
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