Applied Capital LLC’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
$5.66M Sell
2025
Q2
$4.62M Sell
2025
Q1
$3.93M Sell
2024
Q4
$4.49M Sell
2024
Q3
$4.88M Sell
2024
Q2
$4.17M Buy
2024
Q1
$4.53M Buy
2023
Q4
$3.62M Sell
2023
Q3
$3.42M Sell
2023
Q2
$3.13M Buy
2023
Q1
$2.91M Sell
2022
Q4
$3.08M Buy