Castleview Partners’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 | $423K | Buy |
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|
2025
Q2 | $323K | Buy |
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|
2025
Q1 | $252K | Sell |
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|
2024
Q4 | $407K | Buy |
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|
2024
Q3 | $408K | Buy |
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|
2024
Q2 | $335K | Sell |
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|
2024
Q1 | $405K | Buy |
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|
2023
Q4 | $280K | Buy |
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|
2023
Q3 | $161K | Sell |
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|
2023
Q2 | $145K | Sell |
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|
2023
Q1 | $222K | Buy |
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|
2022
Q4 | $229K | Sell |
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|
2022
Q3 | $160K | Sell |
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|
2022
Q2 | $13.7K | Sell |
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|
2022
Q1 | $228K | Sell |
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|
2021
Q4 | $1.04K | Buy |
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|
2021
Q2 | $514K | Buy |
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|
2018
Q1 | $1.79M | Buy |
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