Appleton Partners’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 | $655K | Sell |
|
|||||
|
2025
Q1 | $583K | Buy |
|
|||||
|
2024
Q4 | $596K | Buy |
|
|||||
|
2024
Q3 | $642K | Sell |
|
|||||
|
2024
Q2 | $608K | Sell |
|
|||||
|
2024
Q1 | $694K | Sell |
|
|||||
|
2023
Q4 | $784K | Hold |
|
|||||
|
2023
Q3 | $724K | Sell |
|
|||||
|
2023
Q2 | $661K | Hold |
|
|||||
|
2023
Q1 | $614K | Buy |
|
|||||
|
2022
Q4 | $452K | Sell |
|
|||||
|
2022
Q3 | $311K | Sell |
|
|||||
|
2022
Q2 | $347K | Sell |
|
|||||
|
2022
Q1 | $434K | Sell |
|
|||||
|
2021
Q4 | $427K | Sell |
|
|||||
|
2021
Q3 | $464K | Buy |
|
|||||
|
2021
Q2 | $404K | Buy |
|
|||||
|
2021
Q1 | $312K | Sell |
|
|||||
|
2020
Q4 | $247K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $345K | Sell |
|
|||||
|
2019
Q3 | $297K | Buy |
|
|||||
|
2019
Q2 | $313K | Sell |
|
|||||
|
2019
Q1 | $347K | Sell |
|
|||||
|
2018
Q4 | $334K | Sell |
|
|||||
|
2018
Q3 | $512K | Buy |
|
|||||
|
2018
Q2 | $430K | Buy |
|
|||||
|
2018
Q1 | $445K | Buy |
|
|||||
|
2017
Q4 | $460K | Buy |
|
|||||
|
2017
Q3 | $348K | Hold |
|
|||||
|
2017
Q2 | $300K | Sell |
|
|||||
|
2017
Q1 | $260K | Sell |
|
|||||
|
2016
Q4 | $333K | Hold |
|
|||||
|
2016
Q3 | $319K | Buy |
|
|||||
|
2016
Q2 | $201K | Hold |
|
|||||
|
2016
Q1 | $202K | Sell |
|
|||||
|
2015
Q4 | $668K | Sell |
|
|||||
|
2015
Q3 | $677K | Sell |
|
|||||
|
2015
Q2 | $960K | Sell |
|
|||||
|
2015
Q1 | $1.18M | Sell |
|
|||||
|
2014
Q4 | $1.58M | Buy |
|
|||||
|
2014
Q3 | $1.71M | Buy |
|
|||||
|
2014
Q2 | $1.85M | Sell |
|
|||||
|
2014
Q1 | $1.73M | Buy |
|
|||||
|
2013
Q4 | $1.55M | Sell |
|
|||||
|
2013
Q3 | $2.45M | Sell |
|
|||||
|
2013
Q2 | $7.3M | Buy |
|