Bellevue 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 | $41.3K | Hold |
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|
2025
Q1 | $35.1K | Hold |
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|
2024
Q4 | $38.6K | Hold |
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|
2024
Q3 | $41.6K | Hold |
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|
2024
Q2 | $35.4K | Hold |
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|
2024
Q1 | $38.8K | Sell |
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|
2023
Q4 | $37.1K | Buy |
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|
2023
Q3 | $34.1K | Hold |
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|
2023
Q2 | $30.6K | Buy |
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|
2023
Q1 | $28.4K | Hold |
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|
2022
Q4 | $29.4K | Buy |
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|
2022
Q3 | $21K | Buy |
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|
2022
Q2 | $18K | Buy |
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|
2022
Q1 | $23K | Hold |
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|
2021
Q4 | $21K | Buy |
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|
2021
Q3 | $20K | Hold |
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|
2021
Q2 | $22K | Sell |
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|
2021
Q1 | $43K | Hold |
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|
2020
Q4 | $34K | Hold |
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|
2020
Q3 | $27K | Sell |
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|
2020
Q2 | $24K | Buy |
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|
2020
Q1 | $21K | Buy |
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