Carnegie Investment Counsel’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 | $1.84M | Buy |
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|
2025
Q2 | $1.31M | Buy |
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|
2025
Q1 | $685K | Sell |
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|
2024
Q4 | $975K | Buy |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $717K | Sell |
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|
2024
Q1 | $1.06M | Sell |
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|
2023
Q4 | $892K | Buy |
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|
2023
Q3 | $809K | Sell |
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|
2023
Q2 | $741K | Sell |
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|
2023
Q1 | $766K | Sell |
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|
2022
Q4 | $869K | Buy |
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|
2022
Q3 | $579K | Buy |
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|
2022
Q2 | $610K | Buy |
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|
2022
Q1 | $753K | Buy |
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|
2021
Q4 | $670K | Buy |
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|
2021
Q3 | $462K | Buy |
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|
2021
Q2 | $480K | Buy |
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|
2021
Q1 | $410K | Buy |
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|
2020
Q4 | $303K | Hold |
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|
2020
Q3 | $249K | Sell |
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|
2020
Q2 | $248K | Sell |
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|
2020
Q1 | $367K | Sell |
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|
2019
Q4 | $518K | Sell |
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|
2019
Q3 | $444K | Sell |
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|
2019
Q2 | $693K | Hold |
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|
2019
Q1 | $689K | Sell |
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|
2018
Q4 | $660K | Buy |
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|
2018
Q3 | $281K | Sell |
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|
2018
Q2 | $650K | Buy |
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|
2018
Q1 | $457K | Sell |
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|
2017
Q4 | $465K | Sell |
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|
2017
Q3 | $407K | Buy |
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|
2017
Q2 | $312K | Hold |
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|
2017
Q1 | $277K | Buy |
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|
2016
Q4 | $242K | Buy |
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|
2016
Q3 | $223K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $1.42M | Sell |
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|
2014
Q3 | $1.73M | Sell |
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|
2014
Q2 | $2.23M | Sell |
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|
2014
Q1 | $2.07M | Sell |
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|
2013
Q4 | $1.94M | Buy |
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|
2013
Q3 | $1.76M | Buy |
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|
2013
Q2 | $1.74M | Buy |
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