Cahill Financial 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
Q2 | $1.04M | Buy |
|
|||||
|
2025
Q1 | $799K | Buy |
|
|||||
|
2024
Q4 | $876K | Sell |
|
|||||
|
2024
Q3 | $1M | Sell |
|
|||||
|
2024
Q2 | $864K | Sell |
|
|||||
|
2024
Q1 | $991K | Sell |
|
|||||
|
2023
Q4 | $956K | Sell |
|
|||||
|
2023
Q3 | $933K | Sell |
|
|||||
|
2023
Q2 | $846K | Sell |
|
|||||
|
2023
Q1 | $1.02M | Sell |
|
|||||
|
2022
Q4 | $1.32M | Sell |
|
|||||
|
2022
Q3 | $948K | Sell |
|
|||||
|
2022
Q2 | $1.07M | Sell |
|
|||||
|
2022
Q1 | $1.42M | Buy |
|
|||||
|
2021
Q4 | $1.29M | Sell |
|
|||||
|
2021
Q3 | $1.21M | Buy |
|
|||||
|
2021
Q2 | $1.37M | Sell |
|
|||||
|
2021
Q1 | $1.48M | Buy |
|
|||||
|
2020
Q4 | $1.16M | Buy |
|
|||||
|
2020
Q3 | $924K | Sell |
|
|||||
|
2020
Q2 | $824K | Sell |
|
|||||
|
2020
Q1 | $808K | Sell |
|
|||||
|
2019
Q4 | $1.04M | Sell |
|
|||||
|
2019
Q3 | $902K | Sell |
|
|||||
|
2019
Q2 | $1.12M | Buy |
|
|||||
|
2019
Q1 | $1.09M | Sell |
|
|||||
|
2018
Q4 | $1.03M | Buy |
|
|||||
|
2018
Q3 | $1.15M | Buy |
|
|||||
|
2018
Q2 | $1M | Buy |
|
|||||
|
2018
Q1 | $1.06M | Buy |
|
|||||
|
2017
Q4 | $1.14M | Sell |
|
|||||
|
2017
Q3 | $918K | Buy |
|
|||||
|
2017
Q2 | $560K | Buy |
|
|||||
|
2014
Q3 | – | Sell |
|
|||||
|
2014
Q2 | $217K | Buy |
|