Ballast Inc’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 | – | Sell |
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2025
Q1 | $932K | Sell |
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2024
Q4 | $1.03M | Hold |
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2024
Q3 | $1.11M | Sell |
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2024
Q2 | $942K | Hold |
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2024
Q1 | $1.04M | Buy |
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2023
Q4 | $835K | Hold |
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2023
Q3 | $771K | Sell |
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2023
Q2 | $705K | Hold |
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2023
Q1 | $656K | Buy |
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2022
Q4 | $673K | Hold |
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2022
Q3 | $460K | Sell |
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2022
Q2 | $595K | Buy |
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2022
Q1 | $641K | Buy |
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2021
Q4 | $585K | Buy |
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2021
Q3 | – | Sell |
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2021
Q2 | $272K | Hold |
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2021
Q1 | $289K | Hold |
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2020
Q4 | $227K | Buy |
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2019
Q4 | – | Sell |
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2019
Q3 | $263K | Hold |
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2019
Q2 | $284K | Hold |
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2019
Q1 | $282K | Hold |
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2018
Q4 | $265K | Sell |
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2018
Q3 | $323K | Buy |
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2018
Q2 | $204K | Hold |
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2018
Q1 | $222K | Hold |
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2017
Q4 | $237K | Buy |
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