Annex Advisory Services’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 | $535K | Sell |
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|
2025
Q2 | $443K | Sell |
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|
2025
Q1 | $432K | Buy |
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|
2024
Q4 | $360K | Buy |
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|
2024
Q3 | $381K | Buy |
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|
2024
Q2 | $323K | Sell |
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|
2024
Q1 | $378K | Sell |
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|
2023
Q4 | $331K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $325K | Sell |
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|
2022
Q3 | $273K | Sell |
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|
2022
Q2 | $304K | Buy |
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|
2022
Q1 | $370K | Buy |
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|
2021
Q4 | $343K | Buy |
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|
2021
Q3 | $247K | Sell |
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|
2021
Q2 | $409K | Buy |
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|
2021
Q1 | $300K | Sell |
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|
2020
Q4 | $248K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $202K | Buy |
|