Bristlecone Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $300K | Hold |
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|
2025
Q2 | $244K | Sell |
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|
2025
Q1 | $354K | Sell |
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|
2024
Q4 | $401K | Buy |
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|
2024
Q3 | $432K | Hold |
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|
2024
Q2 | $368K | Buy |
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|
2024
Q1 | $405K | Sell |
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|
2023
Q4 | $341K | Sell |
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|
2023
Q3 | $337K | Buy |
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|
2023
Q2 | $276K | Buy |
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|
2023
Q1 | $248K | Sell |
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|
2022
Q4 | $286K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $221K | Buy |
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|
2022
Q1 | $238K | Buy |
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|
2021
Q4 | $211K | Sell |
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|
2021
Q3 | $220K | Buy |
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|
2021
Q2 | $238K | Hold |
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|
2021
Q1 | $253K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $212K | Sell |
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|
2019
Q3 | $285K | Sell |
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|
2019
Q2 | $628K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $767K | Buy |
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|
2018
Q3 | $912K | Buy |
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