Atwood & Palmer’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 | $1.22M | Hold |
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|
2025
Q2 | $996K | Hold |
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|
2025
Q1 | $846K | Hold |
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|
2024
Q4 | $930K | Sell |
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|
2024
Q3 | $1.31M | Hold |
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|
2024
Q2 | $1.11M | Sell |
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|
2024
Q1 | $1.23M | Hold |
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|
2023
Q4 | $993K | Buy |
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|
2023
Q3 | $862K | Sell |
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|
2023
Q2 | $789K | Hold |
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|
2023
Q1 | $734K | Hold |
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|
2022
Q4 | $769K | Hold |
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|
2022
Q3 | $526K | Hold |
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|
2022
Q2 | $573K | Sell |
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|
2022
Q1 | $732K | Hold |
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|
2021
Q4 | $679K | Buy |
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|
2021
Q3 | $627K | Buy |
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|
2021
Q2 | $695K | Buy |
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|
2021
Q1 | $678K | Buy |
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|
2020
Q4 | $491K | Hold |
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|
2020
Q3 | $403K | Hold |
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|
2020
Q2 | $342K | Hold |
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|
2020
Q1 | $313K | Hold |
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|
2019
Q4 | $399K | Hold |
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|
2019
Q3 | $341K | Sell |
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|
2019
Q2 | $373K | Sell |
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|
2019
Q1 | $391K | Hold |
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|
2018
Q4 | $367K | Buy |
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|
2018
Q3 | $418K | Sell |
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|
2018
Q2 | $382K | Buy |
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|
2018
Q1 | $404K | Hold |
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|
2017
Q4 | $432K | Hold |
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|
2017
Q3 | $342K | Hold |
|
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|
2017
Q2 | $294K | Buy |
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|
2017
Q1 | $250K | Sell |
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|
2016
Q4 | $255K | Hold |
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|
2016
Q3 | $244K | Buy |
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|
2016
Q2 | $205K | Sell |
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|
2016
Q1 | $238K | Hold |
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|
2015
Q4 | $211K | Hold |
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|
2015
Q3 | $203K | Hold |
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|
2015
Q2 | $263K | Hold |
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|
2015
Q1 | $248K | Sell |
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|
2014
Q4 | $321K | Sell |
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|
2014
Q3 | $411K | Buy |
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|
2014
Q2 | $420K | Sell |
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|
2014
Q1 | $456K | Hold |
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|
2013
Q4 | $417K | Hold |
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|
2013
Q3 | $383K | Sell |
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|
2013
Q2 | $724K | Buy |
|