Aspen Investment Management’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 | $1.14M | Sell |
|
|||||
|
2025
Q1 | $978K | Hold |
|
|||||
|
2024
Q4 | $1.08M | Sell |
|
|||||
|
2024
Q3 | $1.2M | Buy |
|
|||||
|
2024
Q2 | $1.02M | Sell |
|
|||||
|
2024
Q1 | $1.18M | Sell |
|
|||||
|
2023
Q4 | $1.03M | Buy |
|
|||||
|
2023
Q3 | $946K | Sell |
|
|||||
|
2023
Q2 | $865K | Hold |
|
|||||
|
2023
Q1 | $805K | Sell |
|
|||||
|
2022
Q4 | $881K | Sell |
|
|||||
|
2022
Q3 | $644K | Hold |
|
|||||
|
2022
Q2 | $702K | Sell |
|
|||||
|
2022
Q1 | $875K | Sell |
|
|||||
|
2021
Q4 | $818K | Sell |
|
|||||
|
2021
Q3 | $761K | Sell |
|
|||||
|
2021
Q2 | $1.15M | Sell |
|
|||||
|
2021
Q1 | $1.23M | Buy |
|
|||||
|
2020
Q4 | $843K | Buy |
|
|||||
|
2020
Q3 | $598K | Hold |
|
|||||
|
2020
Q2 | $507K | Sell |
|
|||||
|
2020
Q1 | $472K | Sell |
|
|||||
|
2019
Q4 | $662K | Hold |
|
|||||
|
2019
Q3 | $567K | Sell |
|
|||||
|
2019
Q2 | $644K | Sell |
|
|||||
|
2019
Q1 | $647K | Hold |
|
|||||
|
2018
Q4 | $607K | Hold |
|
|||||
|
2018
Q3 | $728K | Buy |
|
|||||
|
2018
Q2 | $641K | Hold |
|
|||||
|
2018
Q1 | $696K | Hold |
|
|||||
|
2017
Q4 | $744K | Hold |
|
|||||
|
2017
Q3 | $589K | Hold |
|
|||||
|
2017
Q2 | $508K | Hold |
|
|||||
|
2017
Q1 | $438K | Hold |
|
|||||
|
2016
Q4 | $438K | Hold |
|
|||||
|
2016
Q3 | $419K | Sell |
|
|||||
|
2016
Q2 | $364K | Sell |
|
|||||
|
2016
Q1 | $377K | Buy |
|
|||||
|
2015
Q4 | $253K | Hold |
|
|||||
|
2015
Q3 | $243K | Buy |
|
|||||
|
2015
Q2 | $315K | Hold |
|
|||||
|
2015
Q1 | $297K | Hold |
|
|||||
|
2014
Q4 | $340K | Sell |
|
|||||
|
2014
Q3 | $398K | Sell |
|
|||||
|
2014
Q2 | $938K | Buy |
|
|||||
|
2014
Q1 | $843K | Sell |
|
|||||
|
2013
Q4 | $776K | Sell |
|
|||||
|
2013
Q3 | $762K | Sell |
|
|||||
|
2013
Q2 | $756K | Buy |
|