Ascent Group’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 | $2.93M | Buy |
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|
2025
Q2 | $1.27M | Sell |
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|
2025
Q1 | $1.47M | Buy |
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|
2024
Q4 | $595K | Buy |
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|
2024
Q3 | $445K | Buy |
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|
2024
Q2 | $317K | Buy |
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|
2024
Q1 | $293K | Sell |
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|
2023
Q4 | $284K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $248K | Buy |
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|
2022
Q3 | $208K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $210K | Buy |
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