Avalon Trust’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 | $181K | Sell |
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|
2025
Q2 | $163K | Sell |
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|
2025
Q1 | $172K | Buy |
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|
2024
Q4 | $169K | Hold |
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|
2024
Q3 | $183K | Sell |
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|
2024
Q2 | $260K | Hold |
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|
2024
Q1 | $286K | Buy |
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|
2023
Q4 | $142K | Sell |
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|
2023
Q3 | $214K | Hold |
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|
2023
Q2 | $193K | Hold |
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|
2023
Q1 | $179K | Buy |
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