Calton & Associates’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 | $965K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $507K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $286K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $231K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $272K | Sell |
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|
2021
Q3 | $274K | Buy |
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|
2021
Q2 | $288K | Sell |
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|
2021
Q1 | $347K | Sell |
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|
2020
Q4 | $341K | Sell |
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|
2020
Q3 | $338K | Buy |
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|
2020
Q2 | $259K | Sell |
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|
2020
Q1 | $272K | Sell |
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|
2019
Q4 | $368K | Sell |
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|
2019
Q3 | $368K | Buy |
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|
2019
Q2 | $347K | Buy |
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|
2019
Q1 | $318K | Buy |
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|
2018
Q4 | $206K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $349K | Sell |
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|
2018
Q1 | $1.26M | Buy |
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|
2017
Q4 | $358K | Buy |
|