Callan Family Office’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 | $7.26M | Sell |
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|
2025
Q2 | $6.73M | Buy |
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|
2025
Q1 | $1.51M | Sell |
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|
2024
Q4 | $4.63M | Buy |
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|
2024
Q3 | $839K | Buy |
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|
2024
Q2 | $687K | Buy |
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|
2024
Q1 | $319K | Sell |
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|
2023
Q4 | $494K | Buy |
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|
2023
Q3 | $423K | Sell |
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|
2023
Q2 | $417K | Sell |
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|
2023
Q1 | $395K | Sell |
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|
2022
Q4 | $3.78M | Buy |
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