Cascade Investment 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 | $2.66M | Sell |
|
|||||
|
2025
Q2 | $2.17M | Sell |
|
|||||
|
2025
Q1 | $2.02M | Buy |
|
|||||
|
2024
Q4 | $2.22M | Sell |
|
|||||
|
2024
Q3 | $2.51M | Buy |
|
|||||
|
2024
Q2 | $2.14M | Sell |
|
|||||
|
2024
Q1 | $2.51M | Sell |
|
|||||
|
2023
Q4 | $2.07M | Sell |
|
|||||
|
2023
Q3 | $1.93M | Sell |
|
|||||
|
2023
Q2 | $1.74M | Buy |
|
|||||
|
2023
Q1 | $1.6M | Sell |
|
|||||
|
2022
Q4 | $1.91M | Sell |
|
|||||
|
2022
Q3 | $1.74M | Sell |
|
|||||
|
2022
Q2 | $1.44M | Sell |
|
|||||
|
2022
Q1 | $1.82M | Buy |
|
|||||
|
2021
Q4 | $1.59M | Buy |
|
|||||
|
2021
Q3 | $1.42M | Buy |
|
|||||
|
2021
Q2 | $1.6M | Sell |
|
|||||
|
2021
Q1 | $1.73M | Sell |
|
|||||
|
2020
Q4 | $1.39M | Sell |
|
|||||
|
2020
Q3 | $1.14M | Buy |
|
|||||
|
2020
Q2 | $956K | Buy |
|
|||||
|
2020
Q1 | $800K | Buy |
|
|||||
|
2019
Q4 | $14.8K | Sell |
|
|||||
|
2019
Q3 | $594K | Buy |
|
|||||
|
2019
Q2 | $13.6K | Hold |
|
|||||
|
2019
Q1 | $13.5K | Hold |
|
|||||
|
2018
Q4 | $12.7K | Hold |
|
|||||
|
2018
Q3 | $15.2K | Sell |
|
|||||
|
2018
Q2 | $1.04M | Sell |
|
|||||
|
2018
Q1 | $2.01M | Buy |
|
|||||
|
2017
Q4 | $1.4M | Sell |
|
|||||
|
2017
Q3 | $1.13M | Sell |
|
|||||
|
2017
Q2 | $993K | Sell |
|
|||||
|
2017
Q1 | $859K | Sell |
|
|||||
|
2016
Q4 | $1.52M | Buy |
|
|||||
|
2016
Q2 | $1.14M | Buy |
|