Avity Investment 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 | $543K | Sell |
|
|||||
|
2025
Q1 | $470K | Buy |
|
|||||
|
2024
Q4 | $408K | Sell |
|
|||||
|
2024
Q3 | $460K | Hold |
|
|||||
|
2024
Q2 | $391K | Sell |
|
|||||
|
2024
Q1 | $467K | Sell |
|
|||||
|
2023
Q4 | $384K | Hold |
|
|||||
|
2023
Q3 | $355K | Sell |
|
|||||
|
2023
Q2 | $344K | Sell |
|
|||||
|
2023
Q1 | $389K | Sell |
|
|||||
|
2022
Q4 | $411K | Sell |
|
|||||
|
2022
Q3 | $338K | Sell |
|
|||||
|
2022
Q2 | $372K | Hold |
|
|||||
|
2022
Q1 | $464K | Sell |
|
|||||
|
2021
Q4 | $458K | Buy |
|
|||||
|
2021
Q3 | $406K | Buy |
|
|||||
|
2021
Q2 | $420K | Buy |
|
|||||
|
2021
Q1 | $402K | Hold |
|
|||||
|
2020
Q4 | $315K | Buy |
|