Atlas Capital Advisors’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 | $16.7K | Sell |
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|
2025
Q1 | $30K | Hold |
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|
2024
Q4 | $33K | Sell |
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|
2024
Q3 | $63.4K | Hold |
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|
2024
Q2 | $54K | Sell |
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|
2024
Q1 | $121K | Buy |
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|
2023
Q4 | $8.57K | Hold |
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|
2023
Q3 | $7.92K | Hold |
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|
2023
Q2 | $7.13K | Sell |
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|
2023
Q1 | $24.7K | Buy |
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|
2022
Q4 | $6.95K | Hold |
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|
2022
Q3 | $4.76K | Sell |
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|
2022
Q2 | $23.1K | Hold |
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|
2022
Q1 | $28.7K | Sell |
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|
2021
Q4 | $71.5K | Sell |
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|
2021
Q3 | $96K | Sell |
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|
2021
Q2 | $170K | Buy |
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|
2021
Q1 | $73.5K | Buy |
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|
2020
Q4 | $39.5K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $27.5K | Hold |
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|
2020
Q1 | $25.2K | Hold |
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|
2019
Q4 | $32K | Hold |
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|
2019
Q3 | $27.4K | Hold |
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|
2019
Q2 | $29.6K | Hold |
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|
2019
Q1 | $29.4K | Sell |
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|
2018
Q4 | $301K | Hold |
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|
2018
Q3 | $375K | Sell |
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|
2018
Q2 | $413K | Sell |
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|
2018
Q1 | $786K | Buy |
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