AssetMark Inc’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 | $2.8M | Sell |
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|
2025
Q1 | $6.47M | Buy |
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|
2024
Q4 | $6.82M | Buy |
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|
2024
Q3 | $6.56M | Buy |
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|
2024
Q2 | $5.31M | Buy |
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|
2024
Q1 | $4.02M | Buy |
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|
2023
Q4 | $3.02M | Sell |
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|
2023
Q3 | $3.47M | Sell |
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|
2023
Q2 | $3.2M | Sell |
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|
2023
Q1 | $3.21M | Buy |
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|
2022
Q4 | $3.14M | Buy |
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|
2022
Q3 | $2.03M | Buy |
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|
2022
Q2 | $1.85M | Buy |
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|
2022
Q1 | $808K | Buy |
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|
2021
Q4 | $385K | Buy |
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|
2021
Q3 | $194K | Buy |
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|
2021
Q2 | $180K | Buy |
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|
2021
Q1 | $181K | Sell |
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|
2020
Q4 | $161K | Buy |
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|
2020
Q3 | $131K | Sell |
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|
2020
Q2 | $112K | Sell |
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|
2020
Q1 | $121K | Sell |
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|
2019
Q4 | $350K | Sell |
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|
2019
Q3 | $484K | Buy |
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|
2019
Q2 | $345K | Sell |
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|
2019
Q1 | $380K | Sell |
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|
2018
Q4 | $418K | Sell |
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|
2018
Q3 | $590K | Buy |
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|
2018
Q2 | $512K | Buy |
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|
2018
Q1 | $538K | Buy |
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|
2017
Q4 | $391K | Buy |
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|
2017
Q3 | $185K | Buy |
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|
2017
Q2 | $154K | Buy |
|
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|
2017
Q1 | $121K | Sell |
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|
2016
Q4 | $123K | Sell |
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|
2016
Q3 | $165K | Buy |
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|
2016
Q2 | $140K | Buy |
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|
2016
Q1 | $68K | Sell |
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|
2015
Q4 | $65K | Buy |
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|
2015
Q3 | $0 | Buy |
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