Archford Capital Strategies’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 | $564K | Buy |
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|
2025
Q2 | $454K | Buy |
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|
2025
Q1 | $375K | Sell |
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|
2024
Q4 | $424K | Buy |
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|
2024
Q3 | $457K | Sell |
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|
2024
Q2 | $387K | Hold |
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|
2024
Q1 | $426K | Hold |
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|
2023
Q4 | $344K | Sell |
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|
2023
Q3 | $444K | Sell |
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|
2023
Q2 | $462K | Sell |
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|
2023
Q1 | $391K | Sell |
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|
2022
Q4 | $443K | Buy |
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|
2022
Q3 | $303K | Hold |
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|
2022
Q2 | $331K | Buy |
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|
2022
Q1 | $393K | Sell |
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|
2021
Q4 | $467K | Sell |
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|
2021
Q3 | $447K | Sell |
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|
2021
Q2 | $510K | Sell |
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|
2021
Q1 | $691K | Sell |
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|
2020
Q4 | $2.12M | Buy |
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|
2020
Q3 | $1.62M | Sell |
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|
2020
Q2 | $1.69M | Sell |
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|
2020
Q1 | $1.56M | Buy |
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|
2019
Q4 | $1.59M | Buy |
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|
2019
Q3 | $1.28M | Sell |
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|
2019
Q2 | $1.38M | Buy |
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|
2019
Q1 | $1.36M | Buy |
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|
2018
Q4 | $1.18M | Buy |
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|
2018
Q3 | $177K | Sell |
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|
2018
Q2 | $166K | Buy |
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|
2018
Q1 | $165K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $157K | Sell |
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|
2016
Q4 | $205K | Buy |
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|
2016
Q3 | $150K | Hold |
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|
2016
Q2 | $128K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $78K | Sell |
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|
2015
Q3 | $130K | Sell |
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|
2015
Q2 | $924K | Buy |
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|
2015
Q1 | $827K | Buy |
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|
2014
Q4 | $732K | Sell |
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|
2014
Q3 | $796K | Sell |
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|
2014
Q2 | $883K | Buy |
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|
2014
Q1 | $785K | Buy |
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