Aureus Asset 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 | $1.62M | Hold |
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|
2025
Q1 | $1.38M | Hold |
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|
2024
Q4 | $1.52M | Hold |
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|
2024
Q3 | $1.63M | Hold |
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|
2024
Q2 | $1.39M | Sell |
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|
2024
Q1 | $1.66M | Buy |
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|
2023
Q4 | $1.3M | Buy |
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|
2023
Q3 | $1.2M | Buy |
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|
2023
Q2 | $1.08M | Sell |
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|
2023
Q1 | $1.33M | Buy |
|
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|
2022
Q4 | $1.39M | Buy |
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|
2022
Q3 | $904K | Buy |
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|
2022
Q2 | $984K | Sell |
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|
2022
Q1 | $2.16M | Sell |
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|
2021
Q4 | $2.01M | Buy |
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|
2021
Q3 | $1.86M | Sell |
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|
2021
Q2 | $2.37M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $201K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $243K | Sell |
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|
2015
Q3 | $267K | Sell |
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|
2015
Q2 | $394K | Sell |
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|
2015
Q1 | $442K | Sell |
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|
2014
Q4 | $555K | Hold |
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|
2014
Q3 | $601K | Sell |
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|
2014
Q2 | $819K | Buy |
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|
2014
Q1 | $747K | Buy |
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|
2013
Q4 | $278K | Hold |
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|
2013
Q3 | $255K | Hold |
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|
2013
Q2 | $252K | Buy |
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