AXS Investments’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 | $326K | Sell |
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|
2025
Q2 | $409K | Sell |
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|
2025
Q1 | $545K | Buy |
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|
2024
Q4 | $574K | Sell |
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|
2024
Q3 | $2.04M | Sell |
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|
2024
Q2 | $1.99M | Sell |
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|
2024
Q1 | $2.25M | Sell |
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|
2023
Q4 | $2.15M | Buy |
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|
2023
Q3 | $1.76M | Buy |
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|
2023
Q2 | $621K | Sell |
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|
2023
Q1 | $612K | Sell |
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|
2022
Q4 | $661K | Sell |
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|
2022
Q3 | $514K | Sell |
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|
2022
Q2 | $626K | Sell |
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|
2022
Q1 | $1.19M | Sell |
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|
2021
Q4 | $5.13M | Buy |
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|
2021
Q3 | $381K | Sell |
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|
2021
Q2 | $1.24M | Buy |
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|
2021
Q1 | $1.27M | Buy |
|