Castellan Group’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 | – | Sell |
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|
2025
Q1 | $677K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $6.51M | Buy |
|
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|
2024
Q2 | $5.03M | Buy |
|
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|
2024
Q1 | $5.2M | Sell |
|
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|
2023
Q4 | $4.37M | Buy |
|
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|
2023
Q3 | $3.25M | Sell |
|
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|
2023
Q2 | $3.05M | Sell |
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|
2023
Q1 | $3.13M | Sell |
|
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|
2022
Q4 | $3.36M | Buy |
|