Baker Avenue 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 | $20.6M | Buy |
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|
2025
Q1 | $17.1M | Buy |
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|
2024
Q4 | $18.8M | Buy |
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|
2024
Q3 | $19.9M | Buy |
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|
2024
Q2 | $16.6M | Sell |
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|
2024
Q1 | $23.5M | Sell |
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|
2023
Q4 | $19.2M | Buy |
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|
2023
Q3 | $17M | Sell |
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|
2023
Q2 | $16M | Sell |
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|
2023
Q1 | $15.5M | Sell |
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|
2022
Q4 | $16.6M | Sell |
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|
2022
Q3 | $11.5M | Buy |
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|
2022
Q2 | $10.4M | Buy |
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|
2022
Q1 | $10.3M | Buy |
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|
2021
Q4 | $708K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $294K | Sell |
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|
2019
Q2 | $2.32M | Sell |
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|
2019
Q1 | $8.96M | Sell |
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|
2018
Q4 | $9.91M | Buy |
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|
2018
Q3 | $1.86M | Buy |
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|
2018
Q2 | $1.6M | Buy |
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|
2018
Q1 | $1.48M | Buy |
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|
2017
Q4 | $1.57M | Buy |
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|
2017
Q3 | $1.22M | Buy |
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|
2017
Q2 | $965K | Buy |
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|
2017
Q1 | $779K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $2.15M | Buy |
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|
2014
Q2 | $1.99M | Sell |
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|
2014
Q1 | $1.61M | Buy |
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|
2013
Q4 | $1.71M | Buy |
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|
2013
Q3 | $1.24M | Buy |
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|
2013
Q2 | $993K | Buy |
|