Capital Insight Partners’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
$885K Sell
2025
Q2
$725K Sell
2025
Q1
$633K Buy
2024
Q4
$673K Buy
2015
Q3
Sell
2015
Q2
$1.99M Buy