Ancora 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 | $1.11M | Sell |
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|
2025
Q1 | $977K | Buy |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $1.15M | Buy |
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|
2024
Q2 | $886K | Hold |
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|
2024
Q1 | $975K | Hold |
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|
2023
Q4 | $787K | Hold |
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|
2023
Q3 | $726K | Hold |
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|
2023
Q2 | $655K | Buy |
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|
2023
Q1 | $606K | Sell |
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|
2022
Q4 | $660K | Sell |
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|
2022
Q3 | $636K | Buy |
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|
2022
Q2 | $677K | Buy |
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|
2022
Q1 | $832K | Sell |
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|
2021
Q4 | $789K | Buy |
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|
2021
Q3 | $672K | Buy |
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|
2021
Q2 | $547K | Hold |
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|
2021
Q1 | $583K | Buy |
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|
2020
Q4 | $444K | Buy |
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|
2020
Q3 | $274K | Buy |
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|
2020
Q2 | $207K | Sell |
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|
2020
Q1 | $202K | Sell |
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|
2019
Q4 | $336K | Buy |
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|
2019
Q3 | $260K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $406K | Hold |
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|
2018
Q4 | $380K | Sell |
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|
2018
Q3 | $487K | Buy |
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|
2018
Q2 | $433K | Hold |
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|
2018
Q1 | $471K | Sell |
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|
2017
Q4 | $581K | Buy |
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|
2017
Q3 | $397K | Buy |
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|
2017
Q2 | $294K | Hold |
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|
2017
Q1 | $254K | Sell |
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|
2016
Q4 | $258K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $229K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $451K | Buy |
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