Capital Asset Advisory Services’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 | $4.96M | Buy |
|
|||||
|
2025
Q2 | $3.86M | Sell |
|
|||||
|
2025
Q1 | $4.46M | Buy |
|
|||||
|
2024
Q4 | $2.78M | Sell |
|
|||||
|
2024
Q3 | $2.97M | Sell |
|
|||||
|
2024
Q2 | $2.58M | Sell |
|
|||||
|
2024
Q1 | $3.11M | Sell |
|
|||||
|
2023
Q4 | $2.61M | Sell |
|
|||||
|
2023
Q3 | $2.65M | Sell |
|
|||||
|
2023
Q2 | $2.56M | Buy |
|
|||||
|
2023
Q1 | $2.01M | Sell |
|
|||||
|
2022
Q4 | $2.22M | Buy |
|
|||||
|
2022
Q3 | $1.42M | Sell |
|
|||||
|
2022
Q2 | $1.76M | Sell |
|
|||||
|
2022
Q1 | $2.21M | Buy |
|
|||||
|
2021
Q4 | $1.27M | Sell |
|
|||||
|
2021
Q3 | $1.24M | Sell |
|
|||||
|
2021
Q2 | $1.47M | Sell |
|
|||||
|
2021
Q1 | $1.98M | Buy |
|
|||||
|
2020
Q4 | $1.48M | Buy |
|
|||||
|
2020
Q3 | $1.1M | Buy |
|
|||||
|
2020
Q2 | $541K | Buy |
|
|||||
|
2020
Q1 | $379K | Buy |
|
|||||
|
2019
Q4 | $469K | Buy |
|