Carret Asset Management’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 | $730K | Sell |
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|
2025
Q1 | $624K | Sell |
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|
2024
Q4 | $740K | Sell |
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|
2024
Q3 | $962K | Buy |
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|
2024
Q2 | $819K | Hold |
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|
2024
Q1 | $901K | Hold |
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|
2023
Q4 | $727K | Buy |
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|
2023
Q3 | $671K | Buy |
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|
2023
Q2 | $601K | Sell |
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|
2023
Q1 | $582K | Sell |
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|
2022
Q4 | $638K | Sell |
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|
2022
Q3 | $438K | Buy |
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|
2022
Q2 | $455K | Sell |
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|
2022
Q1 | $616K | Buy |
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|
2021
Q4 | $519K | Hold |
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|
2021
Q3 | $482K | Buy |
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|
2021
Q2 | $540K | Buy |
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|
2021
Q1 | $570K | Buy |
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|
2020
Q4 | $429K | Hold |
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|
2020
Q3 | $351K | Buy |
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|
2020
Q2 | $272K | Hold |
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|
2020
Q1 | $249K | Sell |
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|
2019
Q4 | $347K | Hold |
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|
2019
Q3 | $297K | Sell |
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|
2019
Q2 | $344K | Buy |
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|
2019
Q1 | $308K | Hold |
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|
2018
Q4 | $289K | Hold |
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|
2018
Q3 | $347K | Hold |
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|
2018
Q2 | $309K | Hold |
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|
2018
Q1 | $335K | Hold |
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|
2017
Q4 | $358K | Hold |
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|
2017
Q3 | $284K | Hold |
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|
2017
Q2 | $244K | Hold |
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|
2017
Q1 | $211K | Sell |
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|
2016
Q4 | $220K | Sell |
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|
2016
Q3 | $233K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $237K | Buy |
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|
2015
Q1 | $219K | Buy |
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|
2014
Q4 | $246K | Buy |
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|
2014
Q3 | $252K | Hold |
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|
2014
Q2 | $276K | Buy |
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|
2014
Q1 | $233K | Hold |
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|
2013
Q4 | $212K | Sell |
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|
2013
Q3 | $254K | Buy |
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|
2013
Q2 | $210K | Buy |
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