Belpointe 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 | $938K | Buy |
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|
2025
Q1 | $735K | Sell |
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|
2024
Q4 | $1.31M | Buy |
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|
2024
Q3 | $1.17M | Sell |
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|
2024
Q2 | $1.18M | Buy |
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|
2024
Q1 | $1.27M | Buy |
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|
2023
Q4 | $851K | Sell |
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|
2023
Q3 | $849K | Buy |
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|
2023
Q2 | $391K | Sell |
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|
2023
Q1 | $1.53M | Sell |
|
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|
2022
Q4 | $1.61M | Buy |
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|
2022
Q3 | $705K | Sell |
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|
2022
Q2 | $775K | Sell |
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|
2022
Q1 | $1.98M | Sell |
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|
2021
Q4 | $1.85M | Buy |
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|
2021
Q3 | $1.22M | Buy |
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|
2021
Q2 | $1.15M | Sell |
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|
2021
Q1 | $1.31M | Sell |
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|
2020
Q4 | $1.31M | Buy |
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|
2020
Q3 | $814K | Buy |
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|
2020
Q2 | $427K | Sell |
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|
2020
Q1 | $927K | Buy |
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|
2019
Q4 | $711K | Sell |
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|
2019
Q3 | $867K | Buy |
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|
2019
Q2 | $350K | Sell |
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|
2019
Q1 | $553K | Buy |
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|
2018
Q4 | $216K | Sell |
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|
2018
Q3 | $1.03M | Buy |
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|
2018
Q2 | $529K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $793K | Buy |
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|
2017
Q3 | $554K | Buy |
|