Capital Square’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 | $671K | Sell |
|
|||||
|
2025
Q1 | $545K | Sell |
|
|||||
|
2024
Q4 | $735K | Buy |
|
|||||
|
2024
Q3 | $661K | Sell |
|
|||||
|
2024
Q2 | $698K | Sell |
|
|||||
|
2024
Q1 | $750K | Hold |
|
|||||
|
2023
Q4 | $605K | Sell |
|
|||||
|
2023
Q3 | $542K | Sell |
|
|||||
|
2023
Q2 | $515K | Buy |
|
|||||
|
2023
Q1 | $293K | Sell |
|
|||||
|
2022
Q4 | $368K | Hold |
|
|||||
|
2022
Q3 | $251K | Hold |
|
|||||
|
2022
Q2 | $274K | Sell |
|
|||||
|
2022
Q1 | $788K | Sell |
|
|||||
|
2021
Q4 | $787K | Hold |
|
|||||
|
2021
Q3 | $696K | Buy |
|
|||||
|
2021
Q2 | $328K | Sell |
|
|||||
|
2021
Q1 | $383K | Sell |
|
|||||
|
2020
Q4 | $354K | Sell |
|
|||||
|
2020
Q3 | $299K | Sell |
|
|||||
|
2020
Q2 | $278K | Buy |
|
|||||
|
2020
Q1 | $252K | Buy |
|
|||||
|
2019
Q4 | $295K | Buy |
|