Callan Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $664K | Buy |
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|
2024
Q4 | $719K | Buy |
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|
2024
Q3 | $664K | Sell |
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|
2024
Q2 | $717K | Buy |
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|
2024
Q1 | $568K | Buy |
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|
2023
Q4 | $364K | Sell |
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|
2023
Q3 | $595K | Buy |
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|
2023
Q2 | $480K | Sell |
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|
2023
Q1 | $455K | Hold |
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|
2022
Q4 | $476K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $222K | Buy |
|