Cardiff Park Advisors’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 | $2.12M | Buy |
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|
2025
Q2 | $1.71M | Buy |
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|
2025
Q1 | $1.4M | Sell |
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|
2024
Q4 | $1.54M | Buy |
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|
2024
Q3 | $1.66M | Buy |
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|
2024
Q2 | $1.41M | Buy |
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|
2024
Q1 | $1.54M | Buy |
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|
2023
Q4 | $1.24M | Buy |
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|
2023
Q3 | $868K | Buy |
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|
2023
Q2 | $779K | Buy |
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|
2023
Q1 | $721K | Buy |
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|
2022
Q4 | $752K | Buy |
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|
2022
Q3 | $513K | Sell |
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|
2022
Q2 | $569K | Sell |
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|
2022
Q1 | $728K | Buy |
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|
2021
Q4 | $658K | Buy |
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