Capital Advisors Ltd’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 | $95K | Hold |
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|
2025
Q2 | $77K | Sell |
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|
2025
Q1 | $67K | Buy |
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|
2024
Q4 | $73K | Buy |
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|
2024
Q3 | $78K | Buy |
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|
2024
Q2 | $65K | Buy |
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|
2024
Q1 | $66K | Buy |
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|
2023
Q4 | $49K | Hold |
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|
2023
Q3 | $45K | Hold |
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|
2023
Q2 | $41K | Sell |
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|
2023
Q1 | $38K | Buy |
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|
2022
Q4 | $34K | Buy |
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|
2022
Q3 | $21K | Buy |
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|
2022
Q2 | $18K | Sell |
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|
2022
Q1 | $25K | Buy |
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|
2021
Q4 | $22K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $8K | Hold |
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|
2015
Q2 | $10K | Hold |
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|
2015
Q1 | $10K | Hold |
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|
2014
Q4 | $11K | Hold |
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|
2014
Q3 | $11K | Hold |
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|
2014
Q2 | $13K | Hold |
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|
2014
Q1 | $12K | Hold |
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|
2013
Q4 | $11K | Buy |
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