Bedel Financial Consulting’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 | $747K | Sell |
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|
2025
Q1 | $625K | Buy |
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|
2024
Q4 | $682K | Buy |
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|
2024
Q3 | $737K | Sell |
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|
2024
Q2 | $639K | Buy |
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|
2024
Q1 | $699K | Buy |
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|
2023
Q4 | $537K | Sell |
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|
2023
Q3 | $515K | Buy |
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|
2023
Q2 | $447K | Buy |
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|
2023
Q1 | $409K | Sell |
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|
2022
Q4 | $441K | Sell |
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|
2022
Q3 | $471K | Buy |
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|
2022
Q2 | $277K | Buy |
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|
2022
Q1 | $345K | Buy |
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|
2021
Q4 | $303K | Buy |
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|
2021
Q3 | $264K | Buy |
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|
2021
Q2 | $297K | Buy |
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|
2021
Q1 | $255K | Buy |
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|
2020
Q4 | $196K | Sell |
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|
2020
Q3 | $198K | Sell |
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|
2020
Q2 | $170K | Sell |
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|
2020
Q1 | $195K | Buy |
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|
2019
Q4 | $212K | Buy |
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|
2019
Q3 | $181K | Buy |
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|
2019
Q2 | $191K | Buy |
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|
2019
Q1 | $180K | Sell |
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|
2018
Q4 | $170K | Buy |
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|
2018
Q3 | $186K | Sell |
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|
2018
Q2 | $185K | Sell |
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|
2018
Q1 | $261K | Buy |
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|
2017
Q4 | $201K | Buy |
|