Bailard’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 | $9.2M | Sell |
|
|||||
|
2025
Q2 | $7.68M | Buy |
|
|||||
|
2025
Q1 | $4.76M | Buy |
|
|||||
|
2024
Q4 | $5.19M | Buy |
|
|||||
|
2024
Q3 | $5.23M | Sell |
|
|||||
|
2024
Q2 | $4.48M | Buy |
|
|||||
|
2024
Q1 | $4.78M | Sell |
|
|||||
|
2023
Q4 | $3.96M | Sell |
|
|||||
|
2023
Q3 | $4.52M | Buy |
|
|||||
|
2023
Q2 | $4.05M | Buy |
|
|||||
|
2023
Q1 | $3.74M | Sell |
|
|||||
|
2022
Q4 | $3.92M | Buy |
|
|||||
|
2022
Q3 | $2.58M | Sell |
|
|||||
|
2022
Q2 | $2.87M | Buy |
|
|||||
|
2022
Q1 | $2.82M | Sell |
|
|||||
|
2021
Q4 | $2.68M | Buy |
|
|||||
|
2021
Q3 | $2.49M | Buy |
|
|||||
|
2021
Q2 | $2.62M | Buy |
|
|||||
|
2021
Q1 | $2.62M | Buy |
|
|||||
|
2020
Q4 | $1.55M | Buy |
|
|||||
|
2020
Q3 | $1.2M | Buy |
|
|||||
|
2020
Q2 | $998K | Buy |
|
|||||
|
2020
Q1 | $307K | Sell |
|
|||||
|
2019
Q4 | $396K | Sell |
|
|||||
|
2019
Q3 | $410K | Sell |
|
|||||
|
2019
Q2 | $456K | Buy |
|
|||||
|
2019
Q1 | $379K | Buy |
|
|||||
|
2018
Q4 | $343K | Sell |
|
|||||
|
2018
Q3 | $428K | Buy |
|
|||||
|
2018
Q2 | $354K | Buy |
|
|||||
|
2018
Q1 | $324K | Hold |
|
|||||
|
2017
Q4 | $347K | Sell |
|
|||||
|
2017
Q3 | $314K | Sell |
|
|||||
|
2017
Q2 | $317K | Hold |
|
|||||
|
2017
Q1 | $274K | Sell |
|
|||||
|
2016
Q4 | $343K | Sell |
|
|||||
|
2016
Q3 | $342K | Buy |
|
|||||
|
2016
Q2 | $205K | Buy |
|