Cary Street Partners Investment Advisory’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 | $392K | Buy |
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|
2025
Q1 | $320K | Sell |
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|
2024
Q4 | $380K | Sell |
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|
2024
Q3 | $6.17M | Buy |
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|
2024
Q2 | $5.08M | Sell |
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|
2024
Q1 | $5.98M | Sell |
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|
2023
Q4 | $4.98M | Buy |
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|
2023
Q3 | $4.2M | Buy |
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|
2023
Q2 | $3.63M | Buy |
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|
2023
Q1 | $2.47M | Buy |
|
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|
2022
Q4 | $2.58M | Buy |
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|
2022
Q3 | $1.69M | Buy |
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|
2022
Q2 | $1.78M | Buy |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.08M | Buy |
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|
2020
Q3 | $47K | Buy |
|