Altrius Capital Management’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 | $5.27M | Sell |
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|
2025
Q2 | $5.36M | Buy |
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|
2025
Q1 | $4.55M | Buy |
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|
2024
Q4 | $4.88M | Sell |
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|
2024
Q3 | $5.41M | Buy |
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|
2024
Q2 | $4.59M | Buy |
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|
2024
Q1 | $4.93M | Sell |
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|
2023
Q4 | $5.01M | Sell |
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|
2023
Q3 | $4.71M | Sell |
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|
2023
Q2 | $4.29M | Buy |
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|
2023
Q1 | $3.96M | Sell |
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|
2022
Q4 | $4.18M | Sell |
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|
2022
Q3 | $2.9M | Sell |
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|
2022
Q2 | $3.94M | Buy |
|